Ideas & Enhancements
ADD A NEW IDEA

Needles 5.0

Showing 2693 of 2693

PDF Editor - Font Style/Size Change

Requesting the ability to change the font style or size of text in a document.
Guest almost 2 years ago in  0

Please create a printable manual

There is a printable manual for an older version (maybe it's 4.8.2), but a current one would be helpful. I don't always know the proper terminology, which making searching online very difficult. It's so much more convenient to be able to mark up a...
Guest almost 2 years ago in  0

Add Ability to search for fragments of names in the "All" search

Add the ability to search for name fragments in the "All" search filter. It would allow a more streamlined workflow.
Guest almost 2 years ago in  1

Neos | Have option to upload letterhead within Neos

Instead of having to store the letterhead within a SharePoint library that Neos can access, it would be more convenient to have the letterhead uploaded in Neos similar to the Firm Logo that a tag will pull from on templates.
Guest almost 2 years ago in  0

Forms from PDF Editor

I would be nice when you add Form fields in a PDF in PDF editor that the color of the field not print. The printing makes the final product useless unlike when adding form fields in Adobe Acrobat.
Guest almost 2 years ago in  0

Text Identification

When we receive a response from the client to a text message from Neos, there are no any identifiers of who the client is. If you are like me and send several text messages a day, the phone number will not jog your memory. If the person is in our ...
Guest almost 2 years ago in  1

Detailed Activity Feed in Cases

Add a more detailed log for the activity for things such as changing a case type.
Guest almost 2 years ago in  2

Date Calculator Tool

The date calculator in the checklist is nice, but a basic calculator tool off to the side would be great when you need to know a date, but aren't trying to change something in the checklist.
Guest almost 2 years ago in  0

Settlement View should display Total for categories off of sum:Total instead of sum:Due

as it stands, if some items are already no longer due, the settlements view will have skewed results for the actual total vs the calculated total.
Guest almost 2 years ago in  0

Reduce unnecessary white space in Note header fields

The Notes tab currently has an excessive amount of white space between the header fields and their labels on the Notes themselves, as seen in the attached screenshot. For users with visual handicaps or disabilities, it can be incredibly difficult ...
Guest almost 2 years ago in  0