Skip to Main Content
Ideas & Enhancements
ADD A NEW IDEA

Needles 5.0

Showing 96

Option to have word documents clicked on in CaseDocs to open up in Word Desktop by default

I don't like how the Word documents lookin the browser when we click to open them in CaseDocs (doesn't populate w/ our letterhead, and some of the formatting looks funky). So everytime I open up a word doc, i have to go and click to open it in the...
Guest about 3 years ago in Integrations 2 Shipped

Add names of clients to provider usage list

When you run provider usage for a specific provider, the list only shows case number and not the actual client name. It also does not allow you to access the case from the list.
Guest over 3 years ago in  0 Shipped

Litigation Titles are appearing in Case Header despite the Aux Checklists not being marked as Lit

These Litigation Titles by design appear in the Case Headers but it's been brought to my attention that clients would like to not see them in the header. It has been reported as an issue multiple times despite it being by design.
Guest over 3 years ago in General 19 Shipped

Neos - Add Built-in Spell check

Add a built in spell check for Neos
Guest over 3 years ago in General 0 Shipped

Neos - Change Default to Uncheck the 'File Attachments' When Tagging an Email

The 'File Attachments' box is auto-checked when tagging an email, firm would like it to be defaulted unchecked as it is cluttering up the case docs tab with unnecessary attachments
Guest over 3 years ago in Integrations 1 Shipped

Value Tab Provider Information

I should be able to see the address, phone number, fax number, and email of any provider that I enter into the value tab. In order to get a phone number I then have to click once on it. Then, in order to get the full address, I have to open that p...
Guest almost 2 years ago in  0 Shipped

When sending an email from Neos have it automatically added to notes instead of tagging it.

So when you send an email from a case in Neos. Such as clicking on an email in a case the user would like the email to automatically be tagged to the notes instead of having to tag it manually.
Guest almost 3 years ago in  3 Shipped

new design - header

This is more of a compliant with the design. What a waste for the header on a case. The header doesn't expand all the way to the right, which is should, now we have to use an arrow button in order to see everything in the header and it won't remai...
Guest about 1 year ago in  2 Shipped

Make Provider in Value Tab easy to see phone numbers

Where we could click on the provider and it popped up with the phone numbers to call, now we have to open the whole provider in a tab to be able to see it to call on balances. That is annoying.
Guest over 1 year ago in  1 Shipped

Activity Feed - Per User

Can an "Activity Feed" be per user in additional to each case. It would be nice to see all the cases that I looked at or worked on in one day, week, etc. In case I forget what case I worked on and rather than go through all of my cases, I can look...
Guest almost 3 years ago in  1 Shipped