Ideas & Enhancements
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Neos - Drag & Drop Documents - Allow for name change

Allow the ability to change the name of the document when dragging/dropping to the docs tab
Guest over 3 years ago in General 8 Already exists

Ability to rearrange the phone numbers in party tab

As majority of parties have multiple phone numbers, it would be easier to have the ability to rearrange them based on the best # to contact. The top # is what appears when you send a message to call someone so being able to move the best contact ...
Guest over 3 years ago in  0 Already exists

Cloud: Add Shortcut for Folders instead of individual files in case docs

it makes it easier to open up a folder and navigate to the file instead of opening file by file
Guest about 4 years ago in General 2 Already exists

Neos - Tabbing ability between fields

User would like to be able to tab from one field to another to have a typing workflow without having to resolve to using the mouse every time.
Guest almost 4 years ago in General 3 Already exists

Make phone numbers include parenthesis and dashes for easy reading.

I have noticed that the parenthesis and dashes are included in the fax but not phone numbers. It makes it very difficult to read off the number or dial it into a phone if you do not have a computer based phone.
Guest over 3 years ago in General 2 Already exists

SaaS - Add Alternate Case Number to Case Header & Search

Add Alternate Case #1 to Case Header and in Search Pop Outs
Guest almost 4 years ago in General 0 Already exists

Checklist Summary report should default to the staff that is logged in

When running the checklist summary the user that is logged in should be the default selection when running the Checklist Summary report. Currently, I have to de-select the first staff code in the list and select myself. I would normally run this r...
Guest almost 5 years ago in Checklist 1 Already exists

Integrator should total up all selected checks before we sent to QB

It would be good to have the integrator show us the totals for all selected checks in Integrator before we send it to QB. Would help make sure the totals are correct before putting them in QB.
Guest almost 4 years ago in Accounting Integrations / Integrations 2 Already exists

Ability to tag email with a phone number search

Currently, can search by name, email and case ID but if receiving a message back from a text it would be easier to look up with a phone number search.
Guest over 3 years ago in Search 1 Already exists

Cloud - Populate check number in Neos and case number/customer name on check memo

In previous versions of Needles, when processing a check in QuickBooks the memo section would populate with the case number/customer name. QuickBooks would also push back to Needles to update the memo line in the value item with the check #.
Guest almost 4 years ago in Accounting Integrations / Integrations 2 Already exists