Ideas & Enhancements
ADD A NEW IDEA

Needles 5.0

Showing 2699 of 2699

Add Auxiliary Checklist to Multiple Cases at Once

I'd like to add an Auxiliary Checklist to multiple cases at once from the Advanced Search or Reports screens. For example: I want to add an auxiliary checklist to perform tasks A, B, and C on every case of a certain Case Type with 'no' in a certai...
Guest about 1 year ago in  0

Show Colors on Document Types within the Document Type Settings menu

I think it would be beneficial to see the Colors on Document Types within the Document Type Settings menu so they can all be easily referenced against each other to see what colors have not been utilized easily.
Guest about 1 year ago in  0

Disable Call Notifications

Call Notifications clog up the Notifications on Neos and potentially block more important ones. Users should be able to disable these Notifications.
Guest about 1 year ago in  0

Batch tagging for emails

Able to tag emails en masse for one case; often get several emails in one day for one case during mediation/settlement negotiations/trial prep especially when multiple defendants
Guest about 1 year ago in  1

Mailing Label Report - Allow for choosing layout of labels

Need to be able to choose the layout of the mailing labels when exported to PDF Legacy - preferably would like to be able to choose to have 2 columns of labels instead of 3
Guest about 1 year ago in  0

Change font for settlement memo

It's a shame that one cannot change the font of their settlement memo, under the Firm Preferences tab.
Guest about 1 year ago in  0

Middle Initials for Templates.

I need to be able to merge a party's "full name" as [First Name] [Middle Initial] [Last Name]. Needles had this ability (Party Full Name), but Neos apparently doesn't. Neos "Name Full Name" includes the full middle name. I don't want the full midd...
Guest about 1 year ago in  0

Fax Integration- Needles 5

Users are requesting a fax solution and integration with Needles 5.
Guest about 1 year ago in  0

Edit or Remove info on default Tab Setup

Would be useful to edit the information that displays on each tab within a case. The only option now is to add User Defined info but there are way too many fields in the default Tab Setups & it ends up being extremely cluttered. I would like t...
Guest about 1 year ago in  0

Notifications when a todo item is assigned or completed

It would be useful to be notified when a todo item is assigned to me or when it is completed.
Guest over 1 year ago in  0