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Ideas & Enhancements
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Needles 5.0

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Ability to adjust 'In Litigation' status on case header

In its current functionality, there is not a method to adjust the status on the case header if it is marked as 'In Litigation' to a different status. The only workarounds at the moment are to either enter a closed date for the case (effectively pu...
Guest 13 days ago in  0

Merging documents using PDF editor in Neos also add typewriter tool

Add 'browse filter feature' in PDF editor in Neos to add document to PDF that you are editing by case + case folder + category. Currently there are no filter feature. When you go to add document to PDF using Neos PDF editor it pulls up the entire ...
Guest 14 days ago in  0

Add the ability to export quickbooks file in *.OBO file format for credit card charges

Many expenses for medical records are commonly paid for by credit card, the ability to export the same charges from Neos to QuickBooks in an *.obo format with charges already assigned to a case would eliminate the need to manually edit each charge...
Guest 14 days ago in  0

Add option to stop the customer job column from filling in when posting a check to QB from the Neos Integrator

Add the ability to stop the customer job column from auto filling when posting a check.
Guest 14 days ago in  0

Ability to customize the Case Header with Colors

The case header color blends in with the rest of the page or information on the client case. It would be easier if the case header is a different color for fast reference.
Guest 14 days ago in  3

Fix space issue in documents when a client does not have a middle name

When creating documents there is a space between first and last name, if the client does not have a middle name. Is it possible to create a box you can click so if the client does not have a middle name it will be spaced evenly when creating docum...
Guest 15 days ago in  0

Add spot to include name behind phone numbers and emails (max of 10 characters)

We have juvenile clients whose parents we use their phone number. It would be nice to be able to provide their name (currently I am using the ext. spot to put their name in but it only allows 10 characters) to distinguish the mom, dad or child's p...
Guest 15 days ago in  0

Show the client's middle name in searches

We have several clients that have the same name and multiple files. It would be helpful if the middle name would also show up on searches, as most of us do not know the Needles # of each client without looking up their file or having it directly n...
Guest 15 days ago in  0

Add a spot for language spoken for our client to request an interpreter with Court

We have clients that speak Arabic, Spanish, etc. Its hard to remember which specific language they speak. I need this information so when we request a hearing with court (criminal), we also need to request an interpreter be available. I need to kn...
Guest 15 days ago in  0

Unable to edit text fields of a received scanned PDF document using PDF Editor.

Currently we are unable to in line edit text in scanned PDF's. Very frequently law firms get scanned PDFs from different sources that from time to time need to be edited but currently PDF editor is unable to this. Would be massively helpful to be ...
Guest 15 days ago in  0