Ideas & Enhancements
ADD A NEW IDEA

Needles 5.0

Showing 2699 of 2699

Ability to Bulk Edit Calendar Items, ie. Mark Done or Cancelled

Looking for a bulk action on the calendar for case. When a case is in litigation and it settles, it is VERY time consuming to go into each entry and mark cancelled. Also, when an event is cancelled, can it function like outlook where it says CANCE...
Guest almost 3 years ago in  0

Communication

A communication tab that included all tagged emails and other forms of communication related to the matter.
Guest 6 months ago in  0

Add the ability to use an If statement and tags in a document that is inserted in a template using the Insertdoc tag. This allows the user to create one doc with IF statements and tags once instead of having to create in every template. This will also allow the user to edit one document when there are changes needed.

No description provided
Guest almost 3 years ago in  2

Ability to Modify Calendar Appointments Scheduled by Inactive Staff Member

Currently we schedule SOLs, Deadlines, and Court Hearings/Trials on the calendar, however we are calendaring things 1-2 yrs out. If that deadline or court hearing changes and the person that scheduled it no longer works here, we are unable to modi...
Guest over 3 years ago in General 0

NEOS: Add "Assigned By" field to Calendar and add support for changing the Organizer of a Meeting

Needles Neos does not currently support changing the organizer of a calendar item. Please add a "Assigned By" field to calendar, so that a firm can change the organizer of a calendar entry. The feature should also support doing this on the Outlook...
Guest over 3 years ago in General 1

Go to Cases from a Dashboard

When creating a dashboard, I should be able to select a case within the dashboard and be brought directly to that case to be able to do some digging into the case.
Guest over 1 year ago in  0

Would it be possible to have the Case Status (Active, Pre, Settled, etc) show up in the search results?

Needles 5 enhancement
Guest over 2 years ago in  0

Document Generation drop down showing only party member names, and not entry information.

When using a the document generation drop down, some fields do not preview the specific information you may be looking for. It may only provide the pary member's name, and not the information tied to the party member.If one party member has multip...
Guest almost 1 year ago in  1

Neos: Ability to Copy the Negotiation Tab to a companion case (or any case)

I am able to copy all other list tabs, but not the negotiation tab. We often need the negotiations from one case into another and must have a way to copy in bulk. Please!
Guest over 1 year ago in  0

Neos - Required Field * should be larger and brighter. Also, box should be permanently highlighted in RED until the data is entered.

At this time, it is extremely hard to see the required fields on an intake because the asterisk is very small and blends into the name of the field. Please add color and a red outline on the field until the field is filled in so the users know tho...
Guest over 1 year ago in  0