Ideas & Enhancements
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Needles 5.0

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RingCentral Integration - Conference and Video Calling

RingCentral has a Conference call and video feature. This would allow firms to have a conference call with client in which they are able to see them on Video as well. This would help as some clients are unable to come to the office. This would als...
Guest almost 2 years ago in  0

Provider "card" should allow printing

A print icon should be added to the Provider card so it can be printed
Guest almost 2 years ago in  0

Negotiations tab should allow printing of the Negotiations entries

Printing of the Negotiations entries is a simple thing -- it would allow printing a summary of negotiations entries to be put in a file for easy reference or sending to a client
Guest almost 2 years 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 almost 2 years ago in  2

Ability to drag and drop documents on any case tab

Regardless of which tab you have active in a case, you should be able to drag and drop documents into the case. The document would be saved to the Docs tab as normal, but you should be able to add documents with any tab active.
Guest almost 2 years ago in  0

Add Client/Case # as Column for Browse Documents

While it is nice to see all the general documents being added, this would be helpful to know what case the document is associated with. Also, if from this tab, we could then go into that case, that would be even more logical and helpful. As of now...
Guest almost 2 years ago in  0

Staring Notes

It would be useful to star and/or pin important notes in the notes tab. That way, you automotically see the note when you go to the notes tab.
Guest almost 2 years ago in  0

Using Keyboard to Search and Select Topic for Tagged Emails

In Neos itself, I can type on my keyboard to narrow down a note topic or document type and/or category, but when tagging an email in Neos, I have to scroll through our master list of everything. This is a very large time waster and was a simple fu...
Guest almost 2 years ago in  0

Correct Timestamps for Emails Tagged to Needles

When I tag an email to a Needles file, the note should be created with the timestamp of when the email was sent/received, not when the email was tagged. For example: I get an email at 6:30 a.m., but don't tag it to a Needles file until 8:30 when I...
Guest almost 2 years ago in  0

Needles 5: Change or Remove the "Original Message was taken by [blank] on [date]" segment on any message threads.

As they currently stand "Original message was taken by" segments may reference the beginning of a thread or a message in the middle of one as well as appearing before the "posted by [blank] at [date]" which only adds more uncertainty in when any ...
Guest almost 2 years ago in  0