Ideas & Enhancements
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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

Change default search type to "contains" vs. "begins with" (in grids)

"Contains" allows the user to do more specific searches. Example: Looking for specific reports - most reports start with "Displays..." so searching by "Begins with..." is of no help at all.
Guest about 5 years ago in General 0

Needles 5 - Add Text Styling to Note

It would be extremely useful to have access to text styling in places like the Notes tab. This would allow the client to highlight, set bold, etc on notes to better organize the information. This feature is in Neos; however, is not in Needles 5.
Guest over 3 years ago in General 0

Neos - Add Client Email, and Referred By Email to Advanced Search.

Inside of the Advanced Search's Case search type, we have access to a bit of information from the client in a case; however, there is a large amount of data that is missing, or unavailable. Some of this data includes First Party Email, and Referre...
Guest over 3 years ago in General 0

add a quick access button for search to toolbar

so you dont have to press search tab then click on the blank to search.
Guest about 5 years ago in General 0

Remove the conflict check on phone types, specifically for "Mobile"

You can't have two phone numbers underneath the same type in the party screen. The work around is to use the flexible naming and call them Mobile1, Mobile2, Cell, Cellular...etc. This has presented issues in reporting if a contact has multiple mob...
Guest about 5 years ago in General 0

CC'ing people on text messages

The ability to cc other parties when sending a text message thorugh Neos would be nice. It posts automatically to the notes, which is great. But, copying other folks via their emails would keep them in the loop without having to look at the Notes.
Guest over 3 years ago in  0

Tagging Emails is too bulky

It would be more efficient if when you clicked on, for ex, a client's email that when you hit send it automatically posted to the notes like old Needles did and like Neos text messaging does. I spend a lot of time just posting emails to notes.
Guest over 3 years ago in  0

Whenever emailing a case document from Neos, it would be a neat feature if the recipient would also receive a link/button they could click that would automatically open the case.

So whenever someone emails me a document from a case, I then go to Neos and search the case. It would be a really neat feature if there was a button or link that came with the email that would automatically open the case in Neos without having to ...
Guest over 3 years ago in Integrations 0

Search value is cleared when changing Search By

I will frequently search by phone or some other "Search By" criteria other than Name/AKA and forget that I am, for example, on phone. I will enter a value and then realize that I also need to change the Search By criteria. Changing the Search By c...
Guest about 5 years ago in General / Search 1