Ideas & Enhancements
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Needles 5.0

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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 8 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 8 months ago in  0

User would like the mailing labels report to give them the mailing labels instead of exporting to csv

User would like the mailing labels report to give them the mailing labels instead of exporting to csv and going through word to set them up in a mail merge. In needles 4 you were able to select what you were looking for>Mailing labels>party ...
Guest over 2 years ago in  0

Excel - allowing for the use of excel within the program to include tags

This will assist firms in being able to document code their very own settlement statements or other documents that require calculations with a total
Guest over 3 years ago in Document Generation / Integrations 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 8 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 8 months ago in  0

Visible Provider Contact Information in Value Tab

When you open a Value item it only shows the name of the provider. It would be helpful if the providers contact information (address & phone numbers) were visible so you don't have to "go into" the provider to get the info.
Guest 8 months ago in  0

Ability to drag and drop documents on any case tab

Regardless of which tab you have active in a case, you should be able to drag and drop documents into the case. The document would be saved to the Docs tab as normal, but you should be able to add documents with any tab active.
Guest almost 2 years ago in  0

Calendaring from an Intake

Calendaring from an Intake does not pull the parties name, it requires you to search for the party. Should work like calendaring from a case, pulling in the party automatically.
Guest over 3 years ago in General 0

Direct Scan to a Case without Automatic Folder Naming

At the moment, the only way to scan directly into a case is if there is a default document path set for that case. This is only set by the auto folder naming feature and there is no manual way to set this. If a case is selected for scanning that d...
Guest over 4 years ago in General 1