Ideas & Enhancements
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Needles 5.0

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Option to expand checklist description under "checklist detail"

Is there any way that an "expand" or "edit" option can be added, so we can easily read or edit the checklist description? Currently, some checklist descriptions are too long, that when the details are opened, the description is cut off. Because th...
Guest 5 months ago in  0

Tag multiple emails to the same case in same step

If I'm going through my inbox and finding a bunch of emails that all need to be tagged to the same case with the same note topic, I should be able to hold down "control" key and select those emails in Outlook, then hit "tag email" and tag them all...
Guest over 3 years ago in  0

Editing Duplicated Documents on Case Docs Tab - Stop Autorefresh

After duplicating a document on the docs tab, you need to find it in order to edit Title, Author, Date, etc. Currently, if you open the side pane to edit the document information, it auto refreshes after clicking out of each field. This adds secon...
Guest over 1 year ago in  1

Duplicating Documents on Docs tab - Ask to Rename prior to save

When duplicating a document on the Docs tab, it does not ask to rename the document before refreshing. So, you have to search the documents tab for the COPY of the document, then open it and rename. It should ask you first, before making the copy.
Guest over 1 year ago in  0

Advance Search Column Fields

You should be able to add a column for any reportable field. Specificially, I cannot add the "settlement value" from the value tab to an advance search, but somehow I can add the attorney fees.
Guest over 1 year ago in  1

Copy Intake Data to Other Intakes

We frequently have to create multiple intakes for the same accident or multiple intakes for one person for different case types. Having to copy the data from one intake too another is extremely time consuming and awkward. Adding a 'Copy Intake Dat...
Guest 10 months ago in  0

Copy/ paste with formatting

Currently if you copy a phone number from Neos it stores with out a specific format. Users would like to be able to copy and paste with formatting. For example: Currently it is doing the following, when you copy a phone number from party tab or pr...
Guest about 2 years ago in  0

TAG - Browse Documents Tab - Ability to perform bulk action

TAG - Browse Documents Tab - Ability to perform bulk action as it would be help to be able to bulk tag documents in this view
Guest over 3 years ago in General 3

Neos - Allow Transaction Details to be deleted when voiding a QB check

In previous versions of Needles, whenever a check is voided inside of Quickbooks, it would remove the transaction from the value tab entry; however, in the current state of Neos, this simply does nothing, and the user would need to go and remove t...
Guest about 3 years ago in Accounting Integrations / Integrations 0

Drag/Drop files directly into the currently selected case folder, including sub-folders

Add an option to drag/drop files to the folder that is open in Neos rather than or as an alternative to requiring Document Type and Category to be selected
Guest over 1 year ago in  0