Ideas & Enhancements
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Needles 5.0

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Settlement view in Value tab shows CASEEXP as being disbursed out of settlement

see the attached screenshots demonstrating this in a simple example I have 1 settlement entered for $100,000.00 and I have 1 case expense entered for $10.00. As soon as I add a transaction to show the case expense as being paid to the provider and...
Guest 8 months ago in  0

View case associations for contact in Contact detail view.

It would be helpful to view all the associated Cases for a Contact in the Contact detail view. Currently if you are in a contact preview in the address book you can view associated cases, but you can not view associated cases in the Contact detail...
Guest 8 months ago in  0

Neos: ability for Neos add-in to look for in-line photos

When using the Neos add-in, File Attachments are only found if they are attached to the email, but not if they are in-line with the text in the body of the email. This would be extremely helpful if it will look for both so that in-line photos don'...
Guest over 3 years ago in  0

Edit Phone Number & Email Type Lists

We should be able to add additional standard categories for phone numbers and emails. We need options like Medical Records or Records Fax, and we should be able to label the email addresses since we add the fax numbers in the email section because...
Guest 8 months ago in  0

Display the most recent Case number under the Party name in Neos Search results

When searching for parties in Neos, the Cases associated with those users are tucked under a sub-menu. We would like to see the most recent case number displayed alongside other default information such as the party's email or phone number.
Guest 8 months ago in  0

Visible Provider Contact Information in Value Tab

When you open a Value item it only shows the name of the provider. It would be helpful if the providers contact information (address & phone numbers) were visible so you don't have to "go into" the provider to get the info.
Guest 8 months ago in  0

Track Time automatically

Ability to have a timer start automatically when you open a case, and prompt to stop and save when you close a case.
Guest over 3 years ago in  2

Allow Bulk Update across more fields

Currently not possible to bulk update email addresses and other fields in the party tab. It is very difficult to find commonality in cases types with large numbers. Bulk update needs to be re-written to allow any field to be updated in bulk.
Guest 8 months ago in  0

All Day Event Display & Untimed Events

All day events currently work like untimed events in Needles 4 used to. They hide at the top of the screen and don't throw any scheduling conflicts. This is a good functionality of untimed events and should be kept in Needles 5 as untimed events, ...
Guest over 4 years ago in General 1

Dashboards - Should Pull Any Staff & Have Date Filters Auto Updates

Firm would like ability to pull any staff instead of only primary staff, and would like date filters to auto update (daily, weekly, monthly, quarterly)
Guest almost 4 years ago in Integrations 1