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Ideas & Enhancements



Showing 37 of 1811

Select multiple messages for deletion by holding down shift key

In Needles 4 if I wanted to clean up my messages inbox, I could select a group of messages by selecting a message 'at the top' and then scroll down to select the entire group by holding down the shift key and selecting a message "at the bottom". C...
Guest almost 2 years ago in Messages 0

Neos - Rename 'Add Message' to 'Send Message'

When clicking the plus sign in the left band, it would be more intuitive if the 'Add Message' button read 'Send Message' - especially given the new message screen reads 'Send New Message'
Guest almost 2 years ago in Messages 0

verbal message alert

In the previous Needle's version, when we had a new message it would verbally tell us . Can we have that feature again?
Guest over 1 year ago in Messages 1

Add Action from case note: Copy note into new message

Currently, we can do action - e-mail note, to copy that whole note into an e-mail (although it's clunky bc it opens up outlook 365 etc. etc.). . . how about an action to "Copy note into new message" - so that the whole note can be copied right int...
Guest almost 2 years ago in Messages 0

Automatic Email Tagging

In addition to automatically tagging emails when sent through Needles, there are certain email addresses that are ALWAYS associated with the same case and it would be great to be able to set up some type of rule to automatically tag all emails to/...
Guest about 2 years ago in Messages 1

Messages - ability to open cases from a message

While viewing message, if I need to call the client, I would need to leave the message, obtain the phone number. It would be easier to be able to 1. Call the client from the message or be able to open the case from the message.
Guest almost 2 years ago in Messages 0

User would like to be able to print message from his inbox

User would like a reported added to messages to be able to print out all the messages for all staff in his messages tab. Or just a print button in messages tab
Guest almost 2 years ago in Messages 0

Cloud: Default Search by "Name" in Email Tags

Per Ashley Burris at Schmidt Kramer ( I think the default search in the email tag should be Name, not email. I would never be able to search for anyone's email and always use the name.
Guest over 2 years ago in Messages 2

Would like a 'Send Message from Intake' Button

Firm would like to be able to send messages from inside an Intake using a 'Send Messaeg from Intake' button
Guest over 3 years ago in Messages 0

Add Ability to Sort by Client Name in Messages

Users like to sort by client name in messages. This was something they could do in 4.
Guest over 3 years ago in Messages 0