Ideas & Enhancements
ADD A NEW IDEA

Needles 5.0

Showing 2709 of 2709

Cloud: Allow name search by first name.

From: skylar@barreralawfirm.com He doesn't want to have to type ", space," then the users first name in the search bar. This will make name searches much faster and easier.
Guest about 4 years ago in General / Search 0

Needles Addin - Post Date and Time of Email instead of Note

Email Posting Date / Time: I wish that when you posted an email to a Needles matter that it used the date and time stamp on the email as opposed to the date and time that the note was entered.
Guest over 4 years ago in General 0

User would like to be able to change the default email in the online accounts in a provider card

Currently in Neos, the email address in an online account that is added to a Party/Provider is marked as the default. There should be a function to make any email address online account a default like there is for address.
Guest over 2 years ago in  0

QuickBooks Integrator - Add customization for the order of how info is placed in the Memo Field on checks

Add the ability for users to change what order the memo field info is placed in the memo field in checks within the Neos Integrator. Currently the memo field fills in as Neos memo field info/case #/ Name and does not allow the user to change how o...
Guest 8 months ago in  0

Automatically default to the users check instead of having everyones check list populate because its too many items being thrown at us at one time (example case managers dont need to view the accountants task unless they are specifically looking for the accountant task)

When we open a check list it shows everyones task and then we have to filter it. If there is a way to where it automatically defaults to the users check instead of everyones check list that would be extremely helpful.
Guest 8 months ago in  0

Remember Placement within Checklist without Having to Scroll Every refresh

Remember Placement within Checklist without Having to Scroll Every single refresh.
Guest 8 months ago in  0

Add a Notification if a Calendar Event is Edited

Please add a feature where a notification appears if a calendar even is modified by another staff member.
Guest about 2 years ago in  0

Cloud- Filter 'Party Birthday Listing Email' report to filter by month alone

current filter softs by year which does not help when looking for birthdays by month
Guest about 4 years ago in General 1

CLOUD: Close all open tabs in one click

CLOUD: Close all open tabs in one click. The user always have extra tabs or multiple tabs open when working in Neos. They want to be able to close it all at once if there is a button for it. Similar to how we have it in Needles 4 and 5 then when w...
Guest about 4 years ago in General 0

Show client names when searching provider usage & create report

When you go to a provider and click on List Provider usage it allows you to see the case #, involvement, dormant, and case type. It would be easier if it showed the client's name so that you can easily know which clients were seen by that provider...
Guest over 3 years ago in Auditing 0