Ideas & Enhancements
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Needles 5.0

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Needles should integrate with QuickBooks Online

Needles should be able to integrate with Quickbooks online as well as Desktop
Guest over 4 years ago in Accounting Integrations / Integrations 2

Medical Treatment Tab with Recs/Bills Attached

It would be very helpful to have a medical treatment tab that we could associate records and billing to, which would have categories for dates of service, costs, etc.
Guest over 1 year ago in  1

User would like entries in the negotiations tab to display chronologically

In the "Negotiations" tab, entries will not sort properly by date. For example, when sorting newest to oldest, it will sort each year newest to oldest, but does not place the entries in different years in the proper order. This makes it frustratin...
Guest about 3 years ago in General 1

Neos - Need to be able to email Birthday cards to specific month date ranges

Currently, the only available method for birthday cards is to export a report and use the CSV to do a Word Mail Merge and print to mail cards. This is needed for email ability. Need to be able to send birthday emails to customers.
Guest almost 4 years ago in General 0

Excel - allowing for the use of excel within the program to include tags

This will assist firms in being able to document code their very own settlement statements or other documents that require calculations with a total
Guest over 3 years ago in Document Generation / Integrations 0

User would like the mailing labels report to give them the mailing labels instead of exporting to csv

User would like the mailing labels report to give them the mailing labels instead of exporting to csv and going through word to set them up in a mail merge. In needles 4 you were able to select what you were looking for>Mailing labels>party ...
Guest over 2 years ago in  0

Direct Scan to a Case without Automatic Folder Naming

At the moment, the only way to scan directly into a case is if there is a default document path set for that case. This is only set by the auto folder naming feature and there is no manual way to set this. If a case is selected for scanning that d...
Guest over 4 years ago in General 1

Calendaring from an Intake

Calendaring from an Intake does not pull the parties name, it requires you to search for the party. Should work like calendaring from a case, pulling in the party automatically.
Guest over 3 years ago in General 0

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

When copy and pasting an Excel Spreadsheet into the notes, what was copied shows vertically instead of remaining in column form when saved.

It would still be in the spreadsheet form, and we wouldn't have to figure out which column header goes with what information without having to open up the spreadsheet.
Guest 8 months ago in  0