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We should be able to send a text message to a provider, not just provider's that have a case assigned.

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Guest 12 months ago in  0

I need to be able to create a birthday party list and then print labels for marketing purposes.

We also did the same with the Holiday Card list in Needles. Printed labels. At this point I am doing birthday cards by hand and will not be sending Holiday Cards unless we can print from Neos.
Guest 12 months ago in  0

Correct Timestamps for Emails Tagged to Needles

When I tag an email to a Needles file, the note should be created with the timestamp of when the email was sent/received, not when the email was tagged. For example: I get an email at 6:30 a.m., but don't tag it to a Needles file until 8:30 when I...
Guest almost 2 years ago in  0

Cloud - Edit Checklist Description from Needles Today

In previous version of Needles, you were able to edit the description from Needles Today and can only mark as complete currently in Neos. Will be useful to be able to edit again from Needles Today.
Guest almost 4 years ago in Checklist 1

User would like the Staff signatures on generated documents for signature tags to not auto resize

No description provided
Guest almost 3 years ago in  1

Cloud: Copy Entire Case Tabs

The user wants to be able to copy entire case tabs, like in previous Needles versions.
Guest almost 4 years ago in General 1

Would like Firm Fax Number as a merge parameter.

Fax number is now a field in File > Firm Preferences > Firm Address; however, it is not an option in the merge parameters. Please add this option.
Guest almost 5 years ago in General 0

Rearrange the Phone and Text Tab in the Communications Portal

You should be allowed to rearranage the phone and text tab in the communications portal
Guest 12 months ago in  0

Mark Text Messages Unread

If someone accidentally clicks on another staff members text, it marks it as read. You should have the ability to make it unread so that the staff members know which texts have been addressed and which have not.
Guest 12 months ago in  0

Add option to toggle off/on the event time length when hovering over events in the Neos calendar

Users do not always want to see the time length when hovering over an event, please add a button or option to turn off/on the event time at will so users do not always have to see it and so it does not get in the way of a user reading an events name.
Guest 12 months ago in  0