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...
Party/Case screens require a lot of scrolling for information
Every single screen you have to scroll miles to get to the information you want. In previous versions, you were able to see most everything you needed right when you opened the party or case screen. It would be nice to adjust the box sizes in the ...
Outlook Tagging to Neos - Ability to see which cases are companion cases
A feature that allows users to see the companion case group a case belongs to will help users identify the cases, especially those with clients who have multiple cases, without having to memorize the case number when tagging emails from the Outloo...
When scheduling, a conflict box should come up if there is a conflict present
In Needles 4, you would get a warning box if there was a conflict and you could choose to ignore it or deal with it. However, this version does not do that.
Ability to Mass Update Calendared items in a case to change to canceled or done for when you don't want to delete the calendared items but also want to indicate that it is not an action item.
It would be nice if you create a user defined field that had linked information across 2 tabs in a case type. Like a field on the case tab that also appeared on the party tab that held the same dataset.
Guest
almost 3 years ago
in General
0
Future consideration
Reschedule Calendar appointment populates option to assign new date
In previous Needles versions, whenever an appointment was rescheduled or postponed, a box would appear allowing the user to assign the new date instead of having to create a new calendar appointment.
It would be amazing if the option for dictation were available for the busy attorney to be able to note or add details to the case file hands free. We here at Brent Adams and Associates would surely take advantage of such an option.
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