Allow document coding to be read if it is inside a text box.
Some people have been trying to make custom documents by uploading PDFs to word docs as watermarks, then trying to put info from neos in custom places. However the only way to format the text to line up reliably is to place text boxes and Neos doe...
Case Tab Class Code field should be automatically resized to accommodate the length of the selected Class Code
Creating a new Class Code that is longer than 3 digits is a new function in Needles 5.0. The field needs to be resized to accommodate this length of the Class Code. Example - Class Code is Taylor Management and Description is Taylor Management
Calendaring across time zones is a fairly frequent business practice, and it seems the upgraded version of Needles should be able to accomodate this. Perhaps byt utilizing a drop down time zone feature to allow the user to select the timezone of t...
Our firm would like to have the ability to calculate interest on individual value items. This would save us time so that we do not have to calulate this manually outside of Needles when creating these items.
Request templates should launch from Records Request Tab directly.
It would be much more efficient to launch the requests directly from the request entry, rather than entering the request and then generating from the case docs tab.
Having the ability to open word docs directly in the desktop app.
Law office of Dean Boyd wanted to be able to open word documents in the desktop app instead of a new tab. There is a setting in word you can set to decide how to handle hyperlinks, but it doesn't work on Neos but does work on SharePoint. This woul...
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