Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2691 of 2691

Layout Manager: Allow editing field names and their substance

We should be able to edit an already created field when in the layout manager. Perhaps they can be thrown into a Directory or User Mini Directory. Additionally, we should be able to edit and change whether a field is a drop down, Y/N, monetary, se...
Guest about 1 year ago in  0

Drafting document from Checklist should prompt correct document type

When you draft a template from the case docs tab the document type can be saved as a auto fill in so it is used every time for that template. But when you draft the template from the checklist it does not fill in the document type for you. You hav...
Guest over 2 years ago in Checklist / Document Generation 0

Uploading Documents from Sharepoint onto other sites eliminating need to save to desktop

in order to upload a document to the courts website we currently need to save the document to desktop and then upload from there. there should be a way to upload the document directly by browsing the computer such as a link with OneDrive of some s...
Guest over 3 years ago in General 1

Bulk Email Subscription

Be able to email a group of emails from a mailing list to include a specific report through reoccuring subscription.
Guest about 1 year ago in  0

Automatic texting sent for calendar appointments

Needles should have the ability to send automatic text messages to clients to remind them of appointments. This should include date, time and location of the appointment
Guest over 4 years ago in General 1

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

Add quarterly and yearly to recurring drop downs

Would be immensely helpful if we could have quarterly and yearly recurring calendar items instead of having to set them up with the date settings in the recurring section of the calendar entry.
Guest about 1 year ago in  0

Checklist items should have pop-up option for reminders.

No description provided
Guest over 2 years ago in  0

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

Downloading / printing all documents from a thread of emails.

The ability to print all attached documents from a thread of emails between Neos and outlook, as opposed to opening / searching for each email individually to download / print.
Guest about 1 year ago in  0