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SaaS - Ability to toggle through notes

Add ability to toggle through notes with a front/back arrow as in 4x and 5x
Guest over 2 years ago in General 0 Shipped

Change font color from gray to black for better visibility

Right now it is a faint gray, and we are finding it very difficult to read. We would like to adjust it to be black.
Guest over 2 years ago in General 0 Shipped

NEOS - Name at top left of case

Name at top left of case when opened to stay as the primary on the case's name rather than changing. This just causes confusion as to who's case you are in at any given time.
Guest over 2 years ago in General 0 Shipped

All drop down fields should be typable/autofill

In the value tab, if someone makes a payment, you can type in the paid by field and it autofills the information. Such as if I type in "cl", Client will autopopulate. same with the paid to field. The type field will not allow this, it defaults to ...
Guest over 3 years ago in General 1 Shipped

NEOS - Print Needles Today Checklist

It would be nice to be able to print your checklist in the current view from the Needles Today checklist.
Guest over 2 years ago in General 2 Shipped

Make Alphabetic fields text wrap

It is silly that with Alphabetic fields, you cannot have the field wrap text. We created a screen to take testimonial information from a client, but the text cant wrap within a field. Seems like BASIC field formatting. It is like a note,but not on...
Guest over 2 years ago in General 1 Shipped

User would like to have the calendar time for events start at 8am instead of 12am-12pm by default

Cloud User would like to have the calendar time for events start at 8am instead of 12am-12pm by default. Their day starts at 8am and they look for events and have to scroll down
Guest over 2 years ago in General 0 Shipped

Document Setup vs PDF Setup Icons

In old Needles we had a divide of document setup button which was for word dcument templates and PDF Form setup for the PDF document merge. I have this firm that usage both word and pdf and its long and lots of document in the document setup. It w...
Guest over 2 years ago in General 0 Shipped

Neos: Editing fields and screens for all Intake Case types

Editing fields and screens for all Intake Case types using a new Layout Manager available under Settings. I have been able to move the fields around however, I haven't figured out how to enlarge the boxes in which we type and get the fields closer...
Guest over 2 years ago in General 0 Shipped

Include Intakes in Searches

I just received a telephone call from a potential client on a traffic matter. When I run the DOI in Needles, it doesn't have a conflict. However, another person in the accident HAS contacted the firm, it is in Intake, a file has not yet been creat...
Guest almost 3 years ago in General / Search 0 Shipped