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Ideas & Enhancements
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Needles 5.0

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Automation Checklist Items

Add more options to allow for more automation to checklist items such as adding a text message ability when the date of a checklist item is changed.
Guest almost 2 years ago in Checklist 0

Multiple texting threads for a single client

It would be helpful to add tags/subjects or split text conversations into multiple threads, so it is easier to go back and check the history for specific exchanges. I would like to be able to sort discovery-related texts into one thread, appointme...
Guest 11 months ago in  0

Documents Tab Search - Give '0 Results' option when there are no documents tha match your search/provide better loading/search screen

Documents Tab search: 1) make it more clear how long the search is taking 2) display a response when there are no results (like in Windows Explorer where it will say “no items match your search”).
Guest almost 2 years ago in  0

Return the Warning for Users when marking a case "Dormant"

Having a warning to advise that a case has been marked dormant should be added to prevent cases from accidentally being marked dormant and a statute subsequently being blown.
Guest almost 2 years ago in  0

Security dashboard or report for our Neos tenant

Knowing that there is a robust security infrastructure that Microsoft Azure brings to bear for the Neos platform it would be great to have some insight into our Neos tenant security. A reporting or dashboard that we could provide to management/ins...
Guest 12 months ago in  0

Set Checklist Permissions

Make it so that a user cannot mark other user's checklist items DONE (permissions feature)
Guest 12 months ago in  0

Microsoft Azure single sign-on Company ID screen Next button action trigger

On the Microsoft Azure single sign-on Company ID screen when hitting enter on the keyboard it would be nice to have the Next button action trigger so that you don’t have to click the Next button.
Guest 12 months ago in  0

URL that points directly to the Azure single sign-on

It would also be nice to have a URL that points directly to the Azure single sign-on to eliminate one extra screen and button to click on.
Guest 12 months ago in  0

Enlarge prompt box for converting intake

When converting an intake to a case, especially when there's a lot of inquiries, sometimes the scroll bar or save button doesn't appear. Making this prompt box larger might fix this issue.
Guest almost 3 years ago in  0

Additional Option for Changing Case Type Regarding the Checklist

We are always running into issues when changing case types with managing the checklist. When we switch it over, we usually want to keep the items marked “DONE” but delete all the other checklist items. As is, when you switch a case type, you can e...
Guest almost 2 years ago in Checklist 0