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Needles 5.0

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Show case name/number in browse document screen.

Would be very helpful to know at a glance what case the document was uploaded to from the browse documents tab.
Guest about 1 year ago in  0

Documents Merge - Into One

Allow option to merge documents into one document without having to leave the merge process. You can only combine via PDF Editor which is another step and Premium Package.
Guest over 1 year ago in  0

Neos Message Inbox Sort Inconsistency when trying to sort by Re/Client

the sort is not consistent in that it will sometimes show by first name, prefix, or last name. It's impossible to find what you are looking for or group names together this way. See screenshot. Our attorneys receive a lot of messages and need to b...
Guest over 1 year ago in  0

making certain fields within Neos required

we would like to have specific fields within Neos. the list is below. Last name is required already, can we make first name a required field? General information page Can Date of incident be made required fields? Can court name be made required fi...
Guest about 3 years ago in Auditing 2

Ability to increase font size on reports

current font size is very small
Guest 10 months ago in  0

Special Note on Provider Entries

Need a banner note on a provider entry to alert people to issues with a particular provider.
Guest 4 months ago in  0

Drafts in Needles

Hi! Would it be possible to enable some kind of feature on Needles so that when we are in the mist of typing a message and for whatever reason Needles shuts down, the computer or power outage, etc., it saves as a draft.
Guest 4 months ago in  1

Add Time Zone Field to Custom Time Function of Scheduling an Email

The ability to schedule an email is nice but there is one small issue with it. Neos uses the time zone in the staff profile to determine the proper delivery time. If I work from a different time zone, I will have to remember this fact when setting...
Guest 11 months ago in  0

Quick Add Email - Auto Generate Case # and Case Name in Subject

When you use Quick Add for email, it does not generate case # and case name in the subject line as it does in other areas, please add
Guest 11 months ago in  1

Cancel a schedule email

Cancel a schedule email
Guest 11 months ago in  0