Ideas & Enhancements
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Create a dashboard where you can select data to pull

Want to be able to create new dashboards that will pull the information the firm is looking for. Similar to how a report can pull information from Needles, we should be able to create a dashboard that allows which information we want to see
Guest over 4 years ago in General 1

Neos - Import intakes from CSV needs more options

In Needles 4 and Needles 5, you have the ability to select from a large range of information. In Neos, you are limited to only specific fields. Need to be able to add more variety and add in the basic fields such as DOB, Ability to add to multiple...
Guest almost 4 years ago in General 0 Unlikely to implement

Forms from PDF Editor

I would be nice when you add Form fields in a PDF in PDF editor that the color of the field not print. The printing makes the final product useless unlike when adding form fields in Adobe Acrobat.
Guest almost 2 years ago in  0

SaaS - Allow for Admins to set Default Columns for Users

Admin would like the ability to create default columns/column widths for all users in all case types
Guest almost 4 years ago in General 0 Unlikely to implement

Adding More Columns to Standard Dashboard Reports

I use the report view of the dashboard charts for my attorney fees. I came across an issue where if two value items have the same values for all columns of the report then it will only show one on the report. The dashboard value seems correct but ...
Guest 12 months ago in  0

New search criteria for Advanced Search/Reports that show what changes were made by each staff in any case

This criteria should show what changes were made by any/specific staff on any case and should show what exact documents were changed if applicable. The new search criteria could possible pull from the activity feed of each case as the information ...
Guest 12 months ago in  0

Birthday/Christmas list - show up on the party tab if they are on list

No description provided
Guest almost 3 years ago in  0

Color code Note topics

It would be useful if note classifications could have different colors--like the checklist has certain items color-highlighted. Treatment updates are blue. Filings are green. Phone calls are orange. Etc. That would make locating a particular type ...
Guest almost 5 years ago in General 0

Separate the saving of Debit and Credit account associations for value codes

Currently, the QB Integrator prompts to save BOTH Debit and Credit value code associations at the same time. We'd like the option to save the associations independently from one another as we often want to save account associations for certain val...
Guest almost 2 years ago in  0

Add a Horizontal Scrolling Bar to Calendar

Add a horizontal scrolling bar to the calendar view that is constant. Having this would allow people to view all of the calendar in a comfortable view if they have alot of events and would like a non-squished view.
Guest almost 2 years ago in  0