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Needles 5.0

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Sort by Address in Search Results

When you get returned search results you are very minited in what you can sort by. It would be nice if you sould sort by things like address or zip as well.
Guest over 4 years ago in General / Search 1

Have the option for permission group permissions to override individual selected permissions.

User made the selection for there to be an option for permission group permissions to override indv selected permissions. Because it can be challenging to go back and click inherit on every staff profile permissions section.
Guest over 2 years ago in  1

NEOS - Link 1099 Status Checkbox in QB with Provider Info in Neos

Quickbooks vendor/customer profiles has a checkbox that determines if they are a 1099. Being as it is a standard field in quickbooks, it would be nice if it became a standard field in Needles for a name that could be updated through the integrator.
Guest over 3 years ago in Accounting Integrations / Integrations 0

Neos - Checklist Summary Button - Should be exportable to PDF

The Checklist Summary that is generated from the button on the Menu bar should also be exportable to PDF (currently it only exports to Excel/CSV and users have to go to the Reports tab and run it from there in order to export to PDF)
Guest over 3 years ago in Checklist 0

alphasights

AlphaSights is a next-generation information services firm working alongside the world’s leading investors, strategists, and decision-makers. From its four global knowledge hubs in London, New York, Hong Kong, and Dubai, the company connects its c...
Guest about 1 year ago in  0

Search Grid - Add "Staff 1" to Column chooser

Please consider adding "Staff 1" as an additional option in the "Column Chooser" list for the search results grid. We have only 1 attorney, so seeing the "Primary" role doesn't help us when it's always his name. Staff 1 will show us who the lead p...
Guest over 3 years ago in Search 0

Advanced Search - Add column for Age at DOI

To me this seems like a simple calculation and should be an available option or column in Advanced Search.
Guest about 1 year ago in  0

Direct Message from a List Entry with information from that entry

We have a list tab that is used by our Investigator and would like to be able to message from a specific list entry on the case to another Neos user with specific information from that entry. Essentially we would want to Add 'Send Message' under t...
Guest about 1 year ago in  0

Neos: Have Global Calendar default to the Day calendar instead of month

When Global calendar is selected the view is automatically defaulted to Month. Would prefer to automatically view the current Day calendar instead.
Guest over 3 years ago in General 1

Transfers on RingCentral

When a staff member transfers a call to voicemail, it will show up on the communication page so that the admin can see if calls are being send to voicemail or not.
Guest about 1 year ago in  0