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Quickbooks Transactions Should be Bi-Directional

Changes to values in Quickbooks should be reflected in Neos after checks are exported from Neos into Quickbooks.
Guest over 1 year ago in Accounting Integrations 0

Document Tags - by Case Type

Make document tags available by case type. They are currently available for all documents and case specific documents.
Guest over 1 year ago in  0

Neos: Ability for multiple people to subscribe to a report

Currently, you may only have 1 person subscribed to any report when it would be beneficial to have multiple users subscribe to the same report.
Guest over 3 years ago in  0

Synopsis - Rich Text

Would like the option to use rich text within the Synopsis field.
Guest over 2 years ago in  1

Synopsis - Size

Would like the ability for the Synopsis field to keep the same size larger than the current max default. See pictures attached.
Guest over 2 years ago in  0

Add ability to calculate interest on value items.

Our firm would like to have the ability to calculate interest on individual value items. This would save us time so that we do not have to calulate this manually outside of Needles when creating these items.
Guest over 1 year ago in  0

Adding Additional Staff to Advance Searches

RIght now I cannot add "Intake Atty" to my advanced searches. It was recommended that I submit an idea to the portal to ask that this be added as a feature. Reference ticket#200434
Guest 10 months ago in  0

Notifications on Needles after a checklist is marked done.

Notifications on Needles screen after a checklist is marked done for a case you are assigned to (as LA or Atty). That way, you know that something is do for that case.
Guest 10 months ago in  0

Modify text in comment box (bold, italic, font size)

The user want to be able to modify the text in teh comment box such as bold, italic, font size and etc. They are able to do it in the notes but wanted to be able to do it in comment boxes in other location such as record and request.
Guest about 4 years ago in General 0

Case Tab Class Code field should be automatically resized to accommodate the length of the selected Class Code

Creating a new Class Code that is longer than 3 digits is a new function in Needles 5.0. The field needs to be resized to accommodate this length of the Class Code. Example - Class Code is Taylor Management and Description is Taylor Management
Guest about 5 years ago in  0