Ideas & Enhancements
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Cloud - Separate Permissions and Staff Directory Access

Right now, giving edit permissions to the Staff Directory also gives the ability to change permissions. These two should be separated like they were in Needles 4 and 5. The modify permission should also only allow a user access into their own Staf...
Guest about 4 years ago in General 0

Needles messages will forward to actual e-mail

I loved in older Needles that messages sent to staff via Needles would also get sent to our e-mail as well. Great for making sure that messages are posted properly in Needles, and then makes it easy to search for messages in our e-mails if needed.
Guest about 4 years ago in Integrations 0 Already exists

CLOUD- Filter added to notes and doc tab

Ability to types notes and docs category and have the preset categories show up instead of scrolling through tons of options
Guest about 4 years ago in  0

When you launch a document, it should launch from the proper folder.

Documents don't pull from the correct folder. Per mike@scinjuryattorney.com
Guest about 4 years ago in General 0

Cloud - Create a theme for the linked Sharepoint Site

When creating the new SharePoint site we should have an option to deploy the Neos Theme. This will help tie-in the site to Neos adding continuity to the product. The site can be created using Microsoft Fluent UI Theme Designer and deployed with a ...
Guest about 4 years ago in General 0

Place a check box for a default email address in the Party Tab (Needles 5).

Every email address listed for the client is labeled as a default, when there should only be 1 default option. Cutting and pasting the email addresses on a Notepad works, but a default box would be much easier and faster.
Guest about 4 years ago in General 0

When clicking and dragging document into case docs; should be able to select categories.

When clicking and dragging document into case docs; should be able to select categories. When clicking and dropping files into the case docs, the user want to be able select the document type from the prompt.
Guest about 4 years ago in General 0

Cloud Case Docs File Attachment Size

Client would like file size larger than 2.9 gb
Guest about 4 years ago in General 0

My wish is that Needles would make the Transaction Details screen smaller.

Where you click on the green plus sign to open transaction details on the value tab, the screen takes up a large part of the screen. You cannot see the numbers behind you. Most of the time I am making an adjustment and I need the number behind the...
Guest about 4 years ago in General 0

Cloud - Update time format for PDF report export

When exporting PDF, time shows in military (24 hour) time format instead of 12 hour time format. Screenshot attached.
Guest about 4 years ago in  0