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Needles 5.0

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Adding Multiple Parties to PDF Template Merge Fields

When defining Merge Fields for PDF Templates, the Party tag list only references the 1st party when there are many situations in which multiple parties need to be referenced. Adding functionality in which the tags can be chosen for different parti...
Guest over 1 year ago in  0

Can we add a button in the Companion Cases tab that opens all the companions up at once instead of needing to click each individual companion to open them?

No description provided
Guest over 1 year ago in  1

When copy and pasting an Excel Spreadsheet into the notes, what was copied shows vertically instead of remaining in column form when saved.

It would still be in the spreadsheet form, and we wouldn't have to figure out which column header goes with what information without having to open up the spreadsheet.
Guest 7 months ago in  0

Settlement view in Value tab shows CASEEXP as being disbursed out of settlement

see the attached screenshots demonstrating this in a simple example I have 1 settlement entered for $100,000.00 and I have 1 case expense entered for $10.00. As soon as I add a transaction to show the case expense as being paid to the provider and...
Guest 7 months ago in  0

View case associations for contact in Contact detail view.

It would be helpful to view all the associated Cases for a Contact in the Contact detail view. Currently if you are in a contact preview in the address book you can view associated cases, but you can not view associated cases in the Contact detail...
Guest 7 months ago in  0

Notifications when a todo item is assigned or completed

It would be useful to be notified when a todo item is assigned to me or when it is completed.
Guest about 1 year ago in  0

Solved - Allow Bulk Action to Change Document Type

This function is available in the Edit page of Bulk actions. We have hundreds of documents that have the incorrect Type as a result of the file migration from TW. Currently, I have to open each one, and re-select the Type. Can you allow to check-s...
Guest about 1 year ago in  0

Add ability to sort by multiple columns at once in checklist

We would like the ability to sort by multiple columns at once in the checklist - for instance, sort by Assigned and then a secondary sort for Due Date. The filters are great, but sometimes you need to see the entirety of what is due for everyone i...
Guest about 1 year ago in  0

Edit Phone Number & Email Type Lists

We should be able to add additional standard categories for phone numbers and emails. We need options like Medical Records or Records Fax, and we should be able to label the email addresses since we add the fax numbers in the email section because...
Guest 7 months ago in  0

Display the most recent Case number under the Party name in Neos Search results

When searching for parties in Neos, the Cases associated with those users are tucked under a sub-menu. We would like to see the most recent case number displayed alongside other default information such as the party's email or phone number.
Guest 7 months ago in  0