Ideas & Enhancements
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Needles 5.0

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Bulk Update from the Names Advanced Searches - mailing lists

User would like to be able to bulk update names from advanced search I.E. adding or removing names from mailing lists.
Guest about 1 year ago in  0

Adding & Highlighting Negotiations Notes on Notes tab.

We would like the ability to Highlight Negotiation topics on the Notes tab. Also, when adding a note to a Negotiations we would like to see it automatically be added to the Notes tab as a Highlight Negotiation topic.
Guest about 1 year ago in  0

Show which person(s) has an open/active case(s) in first box on search option

if trying to locate a person/case with a common name but little other info, you have to click on each person to see who has an open case
Guest about 1 year ago in  0

documents side window

Neos really took a few steps back after the latest release. Simply tasks are taking longer due to the design of some fields. One is the header (already submitted an idea for that). Two, the layout for the side panel on documents is a waste of time...
Guest about 1 year ago in  0

Custom Reports Screen has no Scroll

Saved Searches under a report do not allow you to scroll to the bottom of the page to look at the results field, you have to 'hide search criteria' to view it, but this page should let you scroll down to see the results without this. In our screen...
Guest about 1 year ago in  0

Report Dates Relative to Time of Running

One should be able to set a date relative to when the report is run. For example, whenever a report is run the date range is set to pull items from within six months of the date it was run.
Guest about 1 year ago in  0

advance search address

Need to be add more columns to advance search like mobile phone or address. This is not an option right now.
Guest about 1 year ago in  0

Separate Permissions for Templates access

I'd like to see either a general group permission or a special permission to allow users to add/edit/delete under the Templates section. Right now it is a permission nested under Document Forms instead and I'd like to see it split for some of the ...
Guest about 1 year ago in  0

Global Layout Settings (firm defaults)

It would be VERY helpful to have an option in the settings to configure the "global/default layout settings" for all users in our firm. I'm talking about somewhere where we can choose the columns shown by default for each tab, the default column w...
Guest about 1 year ago in  0

Autopopulate New Provider Card Generated from Search

When searching for a provider prompts you to create a new provider card, it would be helpful if the data you already entered into the search populated into relevant fields in the provider card.
Guest about 1 year ago in  0