Skip to Main Content
Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2640 of 2640

Format of Date of Birth Field

Is there any way to set up Needles so that the date of birth shows a 2 digit month and 2 digit day for all fields? Example – currently shows 6/1/1958 instead of 06/01/1958. Most portals require the 2 digit month and date and our format prevents us...
Guest 9 months ago in  0

Neos - Values auto create DTF

In Needles 5, creating an expense and paying for the expense automatically created a DTF amount. In Neos, creating an expense and DTF are manual and different. If the user does not input everything properly AND then click the DTF box - which is no...
Guest over 3 years ago in General 0

Ability to copy/move notes to multiple cases (which are not linked as companion cases)

This would be very helpful to mass tort firms who may have 3,000 individual cases that are related. It is not reasonable or practical for them to search for and select each client individually. The only suggestion/thought that I have is that a ful...
Guest about 3 years ago in General / Search 0

Ability to change Note Topic for all text messages system wide

Instead of having the note topic "text message" for every text sent to an outside number, it would be beneficial to be able to change the note topic name so that is changes system wide. Then users do not have to manually go into each text message ...
Guest 5 months ago in  0

Tabbing through fields should move left to right, not top to bottom

When you enter data in a field and select tab, it should tab to the next field to the right, not to the field below. Needles 5 tabs left to right.
Guest over 1 year ago in  0

Cloud - Populate check number in Neos and case number/customer name on check memo

In previous versions of Needles, when processing a check in QuickBooks the memo section would populate with the case number/customer name. QuickBooks would also push back to Needles to update the memo line in the value item with the check #.
Guest almost 4 years ago in Accounting Integrations / Integrations 2 Already exists

Neos: Ability to nest document attachments under their lead document.

Especially helpful for discovery that had document production or pleadings and motions with attendant exhibits.
Guest over 3 years ago in General 2 Already exists

Communication

A communication tab that included all tagged emails and other forms of communication related to the matter.
Guest 5 months ago in  0

Neos- Quickbooks IIF should export zip codes to checks

In Needles, when exporting checks to Quickbooks IIF, checks would have the zip code on them, however in Neos, when doing the same process, checks do not have the zip code. Firms that upgrade from Needles 5 to Neos are no longer able to mail checks...
Guest over 1 year ago in Accounting Integrations 0

Adding the ability to dismiss notifications

The ability of dismissing specific notifcations so that the user may clean up the notification window.
Guest almost 2 years ago in  0