Needles 5 - When updating the date and time to the notes Tab, could the current time update automatically?
When updating the date and time to the notes Tab, could the current time update automatically? When updating the date on a notes entry the time should automatically update to the time of the edit.
Needles 5 - Extra tab in cases that displays other cases the party may have
add a tab for any additional cases for the client to the left column where (party, case, companion cases, ect). Would allow navigation to be easier in the software.
When there are unread messages in your inbox, the # of unread messages is displayed over the Messages icon in the navigation bar. It would be nice to also have available for Browse Intakes.
when in the notes tab, the firms would like to see more information for the notes that they are going through instead of having to open each note to see what they are
It would be helpful to have the option to click a "set reminder" or "send to calendar" button on a message or note to copy it to the Needles/Outlook calendar. Similarly, it would be handy to be able to "add to checklist" or something similar, so t...
Bolded text in "If" statements losing bolded text once converted to Neos from Needles.
If a firm transitions from Needles 4 to Neos and have documents coded with multiple "If" statements that contain bolded text. When those documents are converted to Neos the bolded text no longer works. This is something very important to some firm...
When entering Caller name fields, we should be able to enter the caller's name in it's own alphabetic field without having to search and add a new provider. 9 times out of 10 the caller does not already exist in our database and want to avoid extr...
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