Ideas & Enhancements

Our Outlook calendar is color coded for attorneys. It would be helpful to have that show through needles instead of all appointment being in the same color or labeled as busy, free time, etc.

It should work similar to how it did in Needles 4 in which it allowed us to request multiple providers at once. It would benefit anyone that has to request multiple records at once for one client.

Currently firms have to run two separate reports or have two separate dashboards if they are trying to pull information on checklist items with different staff codes. For example the dashboard "Checklist items by staff assigned" that is native to ...

In previous versions of Needles, whenever a check is voided inside of Quickbooks, it would remove the transaction from the value tab entry; however, in the current state of Neos, this simply does nothing, and the user would need to go and remove t...