I upgraded to Premium texting. On the communications tab, I have over 900 prior text messages that are "Unassigned" bc they have no Note topic. Instead of having to go through each one, there should be a way to assign the same note topic to all "U...
When I tag an email to a Needles file, the note should be created with the timestamp of when the email was sent/received, not when the email was tagged. For example: I get an email at 6:30 a.m., but don't tag it to a Needles file until 8:30 when I...
Similar to the current 5.0 permissions to Others' Calendars, Intakes and Messages. We should have limitations to Others' Checklists to prevent people from being able to modify, delete, etc. checklist items assigned to others, but still allow them ...
A closed or rejected date does not exist when a matter is at the intake level. While you are able to close an intake via Stage > Status, there is no reportable closed date.
Neos: Add more preset options to date filter such as current calendar month
Add more preset options to date filter such as current calendar month Past month is actually the past 30 days. Would like a current month option that no matter what day of the month it is, it sets to the first and last day of the current calendar ...
Currently inside of the Needles 5 MS Word add-in, you are able to post the file to the case; however, there is no way for a user to be able to choose a category or any additional information for this document to come over with. It would be best to...
Reports that pull information such as Value Notes, Pay Rates, Totals, Hours, etc would allow timekeeping reports to be much more detailed and quicker to bill.
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