Ideas & Enhancements
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Needles 5.0

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Is there any way to fix the default radio dial button in the change case type to retain checklist instead of delete checklist? Thx.

Is there any way to fix the default radio dial button in the change case type to retain checklist instead of delete checklist? Thx.
Guest over 1 year ago in  0

ADD A BULK ACTION FEATURE TO THE REPLACE PROVIDER FUNCTION THAT CAN BE USED WHEN PULLING A REPORT.

It would be helpful to change a single entry field under the case tab (such as Referred By) for multiple cases, all at one time. If you enter lead generator providers by month or billing cycle, it would be helpful to make quick corrections if staf...
Guest over 1 year ago in  0

Show Name of Client when printing from Value Tab

On the Value Tab, there is an option to print all values BUT when it prints it does not print with the client's name on it. We have to manually write the name of the client on top.
Guest over 1 year ago in  0

As it was in Needles, have neos automatically calculate the attorneys fee for any settlement offer and have that attorneys fee appear in the list of expenses/credits/fees under the expense tab

In Needles, to calculate an attorneys fee you put created a "dtf" then a pop up box would allow you to put in the rate (the amount of the settlment) the period (the percentage fee, eg, 33.33333%) and then press enter and it would calculate the fee...
Guest over 1 year ago in  0

Notes - Require Clicking the Pencil to edit the note in the sidepane

Require clicking the pencil to edit the body of the Note in the sidepane, and keep that active unless you click off into another screen
Guest over 1 year ago in  0

Auto Populate the Add Payment entry with the amount due

Most of the time, when we make a payment it will be for the total amount due. There it will save keystrokes if that amount was the default in the "Amount" space. Alternatively, leave the "amount" space blank so that the Due amount can be more easi...
Guest over 1 year ago in  0

Value Tab Payment/Adjustment Color in list view

The payment/adjustment color coding is very similar in color in the list view - would like for it to be changed to totally opposite colors
Guest over 1 year ago in  0

New Note upgrade not helpful

The new note update is unnecessary. It adds an extra step when creating a note. If it could be savable from the side pane that would be ok, but to click details then save the note is excessive.
Guest over 1 year ago in  0

Add Check Number (known as "Reference" in Neos) as a column choice in the Value Screen

When reviewing the value screen notes there is not an option to add the check number (aka Reference) that paid an expense while in the list view. You must click into the value item to view the check number under the transaction section.
Guest over 1 year ago in  0

Modify file attachment name when tagging an email through outlook.

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Guest over 1 year ago in  3