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Ideas & Enhancements
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Needles 5.0

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Allow the Note popup to pop up from the Bottom of the screen

The note popup should have an option to pop up from the bottom of the screen, and also be adjustable so that we can make that popup screen larger. When on the bottom of the screen, the pop up will be wider, allowing us to read more of the note wit...
Guest over 1 year ago in  0

Documents tab adding the ability to add the case number and client full name as a column

Documents tab adding the ability to add the case number and client full name as a column
Guest over 1 year ago in  0

Document Details Subject & notes area @mentions

Adding the ability to add the @mention to Document Details Subject & notes area to help identify the new items that have been added that need review.
Guest over 1 year ago in  0

Advance Search case documents need to be able to filter by tags and add tags as a column in the result area.

Advance Search case documents need to be able to filter by tags and add tags as a column in the result area. To enable the ability for staff the see items that need their review which is a tag option.
Guest over 1 year ago in  1

fix the Report: Custom Tab Names

fix the Report: Custom Tab Names
Guest over 1 year ago in  1

Neos Reports Functioning Like Needles Report

Have the Neos System reports function and look like the Needles reports with the Legacy Option.
Guest over 1 year ago in  0

Add ability to edit PDF templates using Inline PDF Editor

Give the ability to prepare a PDF form and add tags directly in Neos
Guest over 1 year ago in  0

Turning off Notifications after a Case is closed

Add a feature that turns off all reminders for cases that are closed or settled.
Guest over 1 year ago in  0

Value tab drop downs

Requesting that we change the dropdown when creating a new transaction back to the way it was prior to the July update. She would like it to go back to when someone makes a payment to them, it can still be marked in the system as a payment, not an...
Guest over 1 year ago in  0

Other Permissions tab Labeling needed.

Under the Permission Group or individual user Permissions it would be nice to have a label that indicates what the top drop downs are. Maybe even giving it a little info “star” that describes what it is used for.
Guest over 1 year ago in  1