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Needles 5.0

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Include client name on case note print out

When you print out a case note, the client name is not on it. I have to manually write it on there. It should include the client name on the print out.
Guest almost 2 years ago in  0

add ability for value totals to appear in merge letters like needles used to

While recoding our microsoft word and pdf letters, we no longer have the ability to insert a total value of all items with a specific code. We used to be able to do this in needles. We've even reached out to a trainer and was told that isn't an op...
Guest almost 2 years ago in  0

You should be able to pull document templates while an intake is still listed as a Lead.

Correspondence gets sent to intakes to follow-up on paperwork and a case for this person is typically not opened until the client signs a retainer/ Power of Attorney. However, the way Neos currently operates, you have to make a Lead into an open a...
Guest almost 2 years ago in  0

Bulk update value code in Time tab

I need to change several time tracking entries from ATTYFEES to TIME. It would be nice to it in bulk.
Guest almost 2 years ago in  0

preview pane

No description provided
Guest almost 2 years ago in  0

Notes show from new to oldest. I prefer the old way of seeing notes. I click on it f or correct the ascending and descending format but it reverts back.

No description provided
Guest almost 2 years ago in  0

Revert Quickbooks Option to Allow a Credit to be marked under a Payment

Revert the update to allow the Value tab to put a Credit item under a payment
Guest almost 2 years ago in Accounting Integrations 0

Neos - Save how we have our Notes Sorted

As it currently functions, the notes tab always defaults to Newest to Oldest. Even when we switch this to what we need it to be, changing away from the notes tab and back again resets everything to the default of Newest to Oldest. Add functionalit...
Guest almost 2 years ago in  1

The Neos QuickBooks Integrator does not allow for the editing of payee names for exported checks

In Needles 5, the QB Vendor allowed for the editing of details such as the vendor's payment settings. In Neos, this sort of flexibility is not possible. Such functionality should be included and/or expanded on as opposed to removed.
Guest almost 2 years ago in Accounting Integrations 0

Update Multiple Cases permission should not be tied to Bulk Edit

The Update Multiple Cases permission should not be tied to Bulk Editing a specific case, this limits the ability of staff to make bulk edits to their case docs tabs (document type, category) because we have restricted their ability to mass update ...
Guest almost 2 years ago in  0