Providers copy name and address formatting when copying from Provider card
User would like it to look like this For example:
Mickey Mouse, 111 First Street
Orlando, FL 33881
instead of
Mickey Mouse
111 First Street
Orlando, FL 33881
Ability to Modify Calendar Appointments Scheduled by Inactive Staff Member
Currently we schedule SOLs, Deadlines, and Court Hearings/Trials on the calendar, however we are calendaring things 1-2 yrs out. If that deadline or court hearing changes and the person that scheduled it no longer works here, we are unable to modi...
The ability to limit case access to cases they're assigned to.Needles 4 you can set permissions to "D" where they can only access their specific cases, while in 5 you cannot.
NEOS: Add "Assigned By" field to Calendar and add support for changing the Organizer of a Meeting
Needles Neos does not currently support changing the organizer of a calendar item. Please add a "Assigned By" field to calendar, so that a firm can change the organizer of a calendar entry. The feature should also support doing this on the Outlook...
When date is not properly entered a form cannot be saved. It would help to highlight the improper entry.
when completing a form, if one field contains data not properly entered, the form will not save. If that field can be highlighted, it will make locating the field and changing the entry easier and save time.
Per Amanda Mello (Amanda@Orabonalaw.com) at Orabona Law Offices PC: This would keep firms from creating tickets for issues, because they currently assume that they can complete tasks that are listed in the triage reports.
Emailing documents from needles doesn't also tag that email when sending. There is no record of the email unless the user goes into their sent folder and tags it. The email should tag automatically or its not really useful to require extra steps t...
When using the multi-record list feature, it is not ideal to use when the list is for sending to multiple counsel. When the list is created (3rd image), the name and full address are side-by-side instead on top of each other. When creating columns...
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