Ideas & Enhancements
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More options for the Standard Settlement Memo

It would be nice if you could easily Modify settlement reports to include anything in the Value Screen like the Settlement Note. The settlement note is a good place to indicate fee reduced or pro rata share or agreed to accept reduction, etc.
Guest almost 2 years ago in  0

Easier Ability to Copy Notes to Companion Files

It would be helpful if notes could automatically be copied companion cases, or alternatively, a select box to do so, instead of having to use the Action function after you post the note. It's too many steps as it is.
Guest almost 3 years ago in  0

Should Not Have to Arrow Over to Enter a Time on the Calendar

The users should not have to use the right arrow to input Hours, Minutes, Seconds on an appointment. They should eb able to start typing and type the entire time.
Guest almost 5 years ago in General 0

Would like a 'Send Message from Intake' Button

Firm would like to be able to send messages from inside an Intake using a 'Send Messaeg from Intake' button
Guest almost 5 years ago in Messages 0

SMS Feature - allow for formatting as in Notes

Allow rich text menu to apply formatting, such as font size, color and adding of picture and/or document.
Guest almost 3 years ago in  1

Case Tabs - Allow Viewing of Data Across All Tabs at once at user level to allow for a flat view of a case

No description provided
Guest almost 3 years ago in  1

Double-Click Date field to Open Calendar

In Needles 4, you can double-click inside a Date field to open the calendar and today’s date is automatically filled in. In Needles 5, you have to click the Calendar icon to open the calendar and, even then, you have to click the day before the da...
Guest almost 5 years ago in General 0

Neos: Add a Subject or Header for Notes

This will allow the users to add a description of the note and see what the note is about at a quick glance.
Guest almost 3 years ago in  0

Neos: Provide settings for search

When searching 'smith, d' the firm would like to see all results where the last name starts with Smith and the first name starts with D, instead of performing a contains search and showing any names that include D anywhere in the first name.
Guest almost 3 years ago in  0

Neos: Add Keyboard Shortcuts

Add keyboard shortcuts for navigating the program. Some shortcuts that would be helpful: Exiting Case Folder Navigating between screens(tabs) in a case Creating New Messages Creating New Events Creating New Intakes Back to last screen in program
Guest almost 3 years ago in  0