Ideas & Enhancements
ADD A NEW IDEA

Needles 5.0

Showing 2712 of 2712

text notification stacking

If a text is received and there is an unread message, if they text again, it would be nice if it would just stack that notification of unread messages instead of them each being single and separate.
Guest 4 months ago in  0

Add Save to PDF and Print to the Bulk Actions menus

We have lots of occasions when we need to provide Notes/Case Docs/Value/other list views items to outside services/companies and without a Save to PDF or Print in the Bulk Actions menus, it is a very labor-intensive process.
Guest over 1 year ago in  1

Value Tab

Please bring back the ability to group value codes together and have them stay that way after you make the change. Every time you exit out of value tab the sorting you just changed goes away and it sorts them in a way that doesn't even make any se...
Guest 7 months ago in  2

Intake Pro - allow party blocks to be customized and added to dynamic sections

We want to add contact info blocks for Party 2 on a dynamic section when "Add Party 2?" is answered yes. Sadly you cannot move any of the contact info blocks into a dynamic section. Please see attached screenshots showing how contact info blocks c...
Guest 3 months ago in  0

Add filter to Calendar such as Open/Closed/Rescheduled and a filter to hide dates that have past

It would be so much easier to keep organized if there was a filter in the calendar where we could filter to only see Open/Closed/Rescheduled/etc. Also, to have the option to "hide" the calendar events that have past the current date / specific dat...
Guest 8 months ago in  0

Add option to save checklist layout when rearranging the columns or adding columns to view

To make it more streamlined when opening the checklist tab have it save the user preferences for width, arrangement, and added columns in the view
Guest about 1 year ago in  4

Add Back Neos Add-In for Desktop Version

Making templates is easier in the desktop version since the mobile version has weird formatting and will not appear correctly.
Guest 8 months ago in  0

Bring Back the Desktop version for the Word Add In!!!

The Word online version doesn't have all of the formatting options for letters, so you have to make the letter in the desktop version and then save it to the online version in order to add the coding for the documents. So it's like double the work.
Guest 6 months ago in  0

Link Documents to the Linked Records of a Contact if the Contact selected in the Document "To" field

If you select a Contact in the To Field of a Document, it would be extremely helpful if that document would automatically be added or uploaded to the Linked Records section of the selected Contact. And also include the Case Name as a column option...
Guest about 1 month ago in  0

Add last "Last week, Last month, etc." to reporting options.

Reporting Data options- Need corporate options for Date ranges. Currently Neos only has last 7 days, last 30 days. Nothing that aligns with general corporate reports required, would require a manual pull for each report needed as dates must be cha...
Guest 4 months ago in  1