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Being able to export the settlement memo as a word document as well

The client want to be able to export the settlemenet memo in a word format so they can modify it further if needed.
Guest over 3 years ago in General 3

Layout Manager: Allow Items to be Placed Horizontally, as well as Vertically

#99495: Currently, users can move items vertically in the layout manager. The user requests to have the ability to move items horizontally, and place them beside each other.
Guest over 3 years ago in General 1

Fax Integration- Needles 5

Users are requesting a fax solution and integration with Needles 5.
Guest about 1 year ago in  0

Add military service information to Names ID

We current keep this information in user defined fields, which does not follow the person. It would be much better if the information was tied to the Names ID and followed the person, not the case.
Guest almost 2 years ago in  0

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 almost 2 years 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 almost 2 years ago in  1

Edit or Remove info on default Tab Setup

Would be useful to edit the information that displays on each tab within a case. The only option now is to add User Defined info but there are way too many fields in the default Tab Setups & it ends up being extremely cluttered. I would like t...
Guest about 1 year ago in  0

Share Cloud Documents like Dropbox

We would like the functionality to share cloud documents more like Dropbox. In dropbox I can create a folder and add whatever documents, images, videos, etc I want to share, then share/copy a link to the folder with other people. In Neos, I can Em...
Guest almost 3 years ago in General 0

Click on Name ID to pull up Provider Card/List of other cases

It would be very efficient if one could click on the Name ID of a party and automatically pull up the Provider Card and/or list of cases which they are attached. We have many clients who have current and prior cases which we would like to access q...
Guest almost 3 years ago in General 0

"TAB" key function

Would like the "tab" function to work more easily with Needles
Guest about 4 years ago in General 2