Ideas & Enhancements
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Needles 5.0

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Voice Recognition for entering data into Needles

Be able to search Needles cases, enter new Notes, and jump from tab to tab and edit without keystrokes.
Guest about 5 years ago in General 0 Future consideration

Add permission to archive intakes separate from delete intakes

Add permission to archive intakes separate from delete intakes
Guest 11 months ago in  0

Neos - Copy Calendar Item

If I am creating a new calendar event from a previous event but just changing the date, I cannot copy it like I could in Needles 5 and change the date. I now have to create an entirely new Calendar event when all I need to do is change the date. I...
Guest about 3 years ago in General 1

Add an address column for the QB Integrator

Adding a address column to the QB integrator would be make it easier for users to ensure that the correct provider was selected. Many providers will have multiple locations and having the address there would simplify confirmation of the correct pr...
Guest over 2 years ago in  1

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

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 over 3 years ago in General 0

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

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 over 3 years ago in General 1

Add custom fields in Header

Staff would like to see some of our custom data in the header, based on custom fields. We would like the ability to add our custom fields instead of just the Neos standard fields.
Guest almost 2 years ago in  0

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 over 3 years ago in General 0