Ideas & Enhancements
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Needles 5.0

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Value screen navigation (Value notes)

When in a value note you have to go back through the value item to get to the value screen grid again. would like a button to have the option to bypass this and go from a value note right to the value screen list, w/o having to go through the valu...
Guest almost 5 years ago in General 1 Shipped

Worldox Integration

No description provided
Guest about 5 years ago in  0 Shipped

Print option to value tab notes section

Would like to be able to print provider notes that are entered into the Value Tab
Guest over 1 year ago in  0 Shipped

Search/Not Search Option - When adding a potential client in an intake, we want to be able to not have to add the name and then input the client's contact information. You should be able to input the name without searching and move to the next section in the intake form.

No description provided
Guest almost 3 years ago in  0 Shipped

Neos: Certificate of Service Paragraph should include Fax Number

As shown in attached image, the Certificate of Service Paragraph tag option currently does not display the Fax number. This should be included in this type of tag.
Guest over 3 years ago in General 0 Shipped

Make Counsel Representing box multiselect.

When adding a new counsel to a case, would it be possible to make the Representing selection a multiselected option, so those who represent different parties, but same role can be save under one entry instead of two. In the image I have provided, ...
Guest over 3 years ago in General 1 Shipped

Searching via Phone when tagging from Outlook

When we receive texts back via e-mail, there is no name and we can't see what we sent to them to help identify the person we are contacting. It would be very helpful if when we try to tag that text from our e-mail, we can search via telephone in t...
Guest almost 4 years ago in Messages / Search 0 Shipped

Integration with Equitrac

No description provided
Guest almost 5 years ago in Integrations 0 Shipped

Integration with Copitrak

No description provided
Guest almost 5 years ago in Integrations 0 Shipped