Ideas & Enhancements
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Needles 5.0

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NEOS - Cross-Tab Linked Fields

It would be nice if you create a user defined field that had linked information across 2 tabs in a case type. Like a field on the case tab that also appeared on the party tab that held the same dataset.
Guest over 3 years ago in General 0 Future consideration

Ability to rearrange the phone numbers in party tab

As majority of parties have multiple phone numbers, it would be easier to have the ability to rearrange them based on the best # to contact. The top # is what appears when you send a message to call someone so being able to move the best contact ...
Guest almost 4 years ago in  0 Already exists

Option to open word doc or PDF in native program instead of opening new window in browser

There should be an option to open a word doc or PDF in WORD or Adobe directly instead of opening it in another tab in the browser. WORD documents when opened in the browser look funky and we rarely edit documents in the browser, almost always edit...
Guest about 4 years ago in General 1

Add Ability to Customize Background of Needles

Would like the ability to customize the background color of Needles so it is not white
Guest almost 5 years ago in General 3

Send Email from Neos - Add cc, bcc and from fields.

Currently, all recipients are placed in the TO field. In order to properly note who is responsible for the email (the person in TO), and also note who is just added as an FYI (cc field), we would like you to include those fields. Also, if someone ...
Guest 11 months ago in  0

Add Case Type to contact search results

Add a case type field to the search results to quickly find clients with the same name. Intake field already exists. Expand to include case type.
Guest about 1 year ago in  1

Add ability to move tabs in Neos like Needles

This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely severely hampers my productivity. Frankly, it feels like I am operating a computer from the 1970's trying to navigate between cases. Adding...
Guest about 1 year ago in  0

Notes Tab should allow printing of multiple notes by "checking "them off - Bulk options should allow printing

The purpose of this program should be to make things easier to do -- There may be a specific report for printing case notes, but that is too many steps -- it needs to be a simple process that is on the Notes Tab -- either adding "Print" to the bul...
Guest about 2 years ago in  2

Neos - Ability to formate name in QuickBooks Export

When exporting checks in Needles, names would display first name last name. In Neos names are exported to checks with last, first. Would love to be able to choose which format I want.
Guest about 2 years ago in Accounting Integrations 5 Planning to Implement

Be Consistent Between One-Mouse Click and Two-Mouse Clicks Openings

It takes one mouse click to open a companion case, but takes two mouse clicks to open a case from the checklist, etc. These shoud be consistently one or two clicks throughout the system so the users can rely on muscle memory to get things done.
Guest about 2 years ago in  0