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Ideas & Enhancements
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Needles 5.0

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Adding a default column design for case tabs

Add a way to default the columns in a tab within a case.
Guest almost 2 years ago in  0

Allow to change checklist dashboard to filter open cases

for firm Kane and Silverman : Please allow for checklist dashboard to only include open intakes and cases
Guest 4 months ago in  0

Option to Keep Note/Message Topic Label from the Original Sender or Change It

As is, the sender might send a message under the topic "client call' and the recipient has to again label it when responding. It would be greatly appreciated to be able to simply keep the original topic label OR change it if needed.
Guest 4 months ago in  0

Reporting: All report views add a column for Date created / Date modified.

it would be very helpful in the All report views to have the columns for Date created / Date modified.
Guest 8 months ago in  0

Add the ability to add additional Phone numbers Neos API

When trying to integrate with third-party intake solutions there currently is no way to add multiple phone numbers. This causes an issue when a client leaves two or three numbers and these third-party documents it in the synopsis area but most of ...
Guest 8 months ago in  0

Mac Neos Add-Ins Do Not Allow User to Sign in With Microsoft Account.

Unlike the Windows Neos add-ins and Neos webpage, you cannot sign into your Neos account with your Microsoft email & password.
Guest 8 months ago in  0

Use phone number for texting instead of email

If Needles integrated with Kenect, it would be a huge benefit for us. In the alternative, if we could at least choose and use the number we have for texting through Kenect, as opposed to email, it would make life so much easier. We use Kenect for ...
Guest over 3 years ago in Integrations 1

verbal message alert

In the previous Needle's version, when we had a new message it would verbally tell us . Can we have that feature again?
Guest about 3 years ago in Messages 3

PDF Editor - Font Style/Size Change

Requesting the ability to change the font style or size of text in a document.
Guest almost 2 years ago in  0

Neos - Ability to select the calendar view

In Needles 4 and 5, each staff could select a scheduled set of time on the calendar. Example, I want the needles calendar to only show times between 9 am and 5 pm.
Guest almost 4 years ago in General 0 Unlikely to implement