Ideas & Enhancements
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Needles 5.0

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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

Neos: Please make default fields removable and such as "more info" on the case tab.

Some users have suggested that we make default fields removable and have options what to do with standard fields.
Guest over 2 years ago in  2

See totals & Payee names in bulk action "add transaction" screen

When requesting checks in desktop versions of Needles, you would be able to see the total amount you were requesting. Having a total at the bottom of the list for the bulk "add transaction" screen would be very helpful. Also, being able to see the...
Guest almost 2 years ago in  0

Being able to check select all or de-select all when exporting check to QB

The user wants to be able to check the box to select all the checks in his/her listings rather than one by one. The user wanted it to automatically select all when he/she refreshes the screen. The firm could be printing 7-10 checks per day or even...
Guest almost 4 years ago in General 0 Already exists

Neos - Highlighting Searched Words/Terms/Phrases

Users would like the functionality for Neos to highlight the searched word/term/phrase within Neos wherever they are able to search, i.e. Notes, Documents tab, etc. In the attached files, I manually highlighted what word I searched for and where i...
Guest about 3 years ago in Checklist / Search 0

ARCHIVE CASE (THERE IS NO BUTTON TO DO THIS)

Archive Cae (There is no button to do this)
Guest 8 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 over 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 over 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 over 1 year ago in  0

Flag important notes

Would be helpful to "favorite" or flag multiple notes that contain important/helpful info to be referenced throughout a case.
Guest about 3 years ago in General 0