Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2695 of 2695

Value tab drop downs

Requesting that we change the dropdown when creating a new transaction back to the way it was prior to the July update. She would like it to go back to when someone makes a payment to them, it can still be marked in the system as a payment, not an...
Guest over 1 year ago in  0

Select "Print One check for same Provider"

I have multiple check requests for the same provider that I would like to be able to have them print onto one check instead of 100 checks. I used to be able to do that in Needles 4.8.2.
Guest over 3 years ago in Accounting Integrations / Integrations 0

Allow Companion Case Folders to be Nested in Main Case

Currently, this is not possible, if you were to change the case folder for a case that is apart of a Companion group it will change all the case folder links to that one folder; however, whenever you have them seperated from the companion group an...
Guest over 3 years ago in General 0

Noes - Value Tab = Service Dates should be all 0's

When creating a value tab item, it should have all 0's as the service dates - right now it defaults to todays date
Guest over 3 years ago in General 1

Neos - Remove Report Category based off of the Special Permission Exceptions.

Suggestion: Whenever a user has the permission to view reports but doesn't have the ability to run specific reports due to their Special Permission Exceptions for reports, the tab inside of Neo's Report Tab should not show the category. Current: C...
Guest over 3 years ago in General 0

Notes can quick fill, similar to texting

NEEDLES MESSAGES REQUEST: We have an idea that could apply to the notes messages. I see the quick fill items that are available for texting. Can we make a quick fill feature for notes
Guest almost 5 years ago in General 0

Able to type staff initials in when creating appointments

Firm would like to be able to type in the initials of the staff members when creating a multi-staff appointment instead of having to use the drop down and select each name individually
Guest almost 5 years ago in General 0

Neos - Document Tab - Folder View - Add Multiselect to allow file names, and types to be changed.

Current in Neos, you are able to select multiple files in the File View of the Documents tab; however, whenever you change to folder view you are not able to change the file name, category, or type. Due to the way a lot of firm's are set up, they ...
Guest over 3 years ago in General 0

Allow the distribution of specific management reports without allowing access to all

It would be helpful to be able to allow other users to have access to some specific management reports based on choice of the firm
Guest over 3 years ago in General 0

Neos: ability to see Refresh Checklist option in case checklist again

Since the latest update in Neos, when marking items as Done or N/A the checklist auto-refreshes now. It was nice to see the blue Refresh Checklist option as a visual representation that it needs to be updated. Would be nice to see this option agai...
Guest over 3 years ago in  0