Ideas & Enhancements
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Needles 5.0

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Neos - Service Dates - Autofill the Second Date

When selecting the first service date, if the second date could default autofill with the same date as the first this could streamline the process of adding new value items to the value tab. User would like this set up this way and make changes to...
Guest about 3 years ago in General 1

Sort by Name in the Advance Search Feature

You can sort by most columns, but can't sort by name. If you're looking for a particular party you have to export the report, which wastes time.
Guest about 3 years ago in General 1

Multiple emails, notes, documents open at one time

Preparing reports for adjusters and others often information is spread across various documents, emails, notes and having them open one time in order to draft a cohesive report is much easier than open and closing and relooking for another documen...
Guest 9 months ago in  0

QB online doesn't push back the check number back into the value tab

Along with the other QB online issues that have been reported as needing fixed (Description automatically going into memo line/ Automatically elect to print later) -- The QB online doesn't automatically send back the printed check number into the ...
Guest 9 months ago in  0

Calendar Events

Please give us permissions or the options to edit other's calendars such as attorneys. Anything that gets scheduled now says we do not have permissions to edit events of such attorneys no longer
Guest over 1 year ago in  1

Neos - allow the order of the parties to be changed after selecting a case to tag a message to

It's possible this behavior is evident in other areas, but is right now most noticeable when sending a message and using the case search. After clicking on the case, it opens a party selector and defaults to the first party added to the case. In s...
Guest about 3 years ago in General 0

write for us travel

Embark on a literary expedition with Write for Us Travel, as your narratives create a tapestry of cultures, landscapes, and human connections.
Guest 9 months ago in  0

Can the red flag be larger when we click the down arrow

Can the red flag be larger when we click the down arrow
Guest over 1 year ago in  0

Add support for changing/multiple email domains

Currently changing email domains is catastrophic in Neos. It unlinks out outlook events and makes making changes to calendar entries impossible.
Guest over 1 year ago in  0

Add archive directory to Firm Preferences/Documents

We archive our closed files in a separate SharePoint directory, away from CloudDocs/CaseFiles. Need to be able to point Needles to that directory under Firm Preferences for "Archived Cases" (for example), so that the documents are still available ...
Guest over 1 year ago in  0