Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2712 of 2712

Ability to mark document templates as a favorite

No description provided
Guest almost 3 years ago in  0

Add "comment" from Intakes as a Tag for Word Docs

Add "comment" from Intakes as a Tag for Word Docs
Guest about 2 years ago in  0

Note Topic List on Time Entry

Would like the ability to select the note topic when "Add to Notes" is checked on a time entry. Right now all time entries added to Notes tab this way show up with topic "Time Entry" which isn't helpful for drill down/filter/sort.
Guest about 2 years ago in  0

Adding More Columns to Standard Dashboard Reports

I use the report view of the dashboard charts for my attorney fees. I came across an issue where if two value items have the same values for all columns of the report then it will only show one on the report. The dashboard value seems correct but ...
Guest about 1 year ago in  0

New search criteria for Advanced Search/Reports that show what changes were made by each staff in any case

This criteria should show what changes were made by any/specific staff on any case and should show what exact documents were changed if applicable. The new search criteria could possible pull from the activity feed of each case as the information ...
Guest about 1 year ago in  0

Cloud - When double clicking party name after using search, having functionality to open recent case instead of first case that was ever created

When currently searching for a party and double clicking on the name, it currently opens up with the first case that was created for the party (in the case where there are multiple cases linked with the party). Would be more useful to instead of i...
Guest about 4 years ago in Search 0

Would like Firm Fax Number as a merge parameter.

Fax number is now a field in File > Firm Preferences > Firm Address; however, it is not an option in the merge parameters. Please add this option.
Guest about 5 years ago in General 0

Cloud - Edit Checklist Description from Needles Today

In previous version of Needles, you were able to edit the description from Needles Today and can only mark as complete currently in Neos. Will be useful to be able to edit again from Needles Today.
Guest about 4 years ago in Checklist 1

Neos - Template Generation - Add Ability to differentiate between providers that share the same name.

When we try to generate a document and select a provider, multiple of our entries share the same full name. We are unable to change them as our clients require us to us the exact name, IE Las Palmas Medical Center instead of Las Palmas Medical Cen...
Guest about 2 years ago in  0

Cloud: Copy Entire Case Tabs

The user wants to be able to copy entire case tabs, like in previous Needles versions.
Guest about 4 years ago in General 1