Ideas & Enhancements
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Needles 5.0

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Open cases in New Tab or Window

It would be very helpful to be able to open cases in new tabs or windows to they can be viewed side-by-side instead of only being able to view one case at a time. Sometimes there are cases that are related that we want to view at the same time or ...
Guest over 1 year ago in  2

Marking a Calendar Entry as Postponed.

Whenever you are editing a calendar event, and make the entry as the status of "Postponed", prompt the user to create another calendar entry for the new time of the event. Currently, if you were to set the event to "Postponed". The user would stil...
Guest almost 3 years ago in  0

Neos - PDF Template Set up

Setting up a PDF template in Neos we currently are unable to select multiple parties from the same case to populate the fields within the template as we were able to do in Needles 4 and Needles 5. It is believed that the functionality extends to o...
Guest about 3 years ago in General 0

Enter button will search instead of having to click on the search button

When entering a name in the search field, would be great to have the enter key work for the search vs having to use the darn mouse
Guest over 4 years ago in General / Search 0 Already exists

Value Tab - Allow for capturing cost of postage

The value tab currently will not allow for posting of values less than $1.00; however, firms will need to be able to capture all costs no matter how small.
Guest about 3 years ago in General 1

Neos Settlement Memos - Add Settlement Note to All Items on SM

There is a Settlement Memo Note field in the Value tab, please add it back to all items on the Standard settlement memos
Guest about 3 years ago in General 0

Allow erasing of PDF MergeFields

I need to be able to modify PDF templates for our files and there seems to be no option to remove them, which is kind of unusual. Please add this as a feature so I can continue working on these templates.
Guest 6 months ago in  0

Paragraph Feature in Intake Layout should be added to Case layouts

It would be beneficial if you could use the add paragraph text feature from the new intake layouts in the case tab layouts as well. So that if we can add in a script or instructions on each case tab.
Guest almost 3 years ago in  1

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 about 3 years ago in Messages 1

Mention Staff within Document Notes

Would like the ability to @[staff-user] within the Notes section of a case document. This will allow users to help bring attention to a specific document within a case for review.
Guest over 1 year ago in  0