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Always show Search Box

I use the "Search" al lot and would like to see the search box (search criteria section) always visible in the ribbon. It seems that there is plenty of space available for this important feature.While I realize I can pull this into it's own Window...
Guest over 4 years ago in General 1

Add the Provider ID number next to the provider name on the records tab

On the Records/Request Form please add the Provider ID to the right of the provider name. We have a number of providers with the same name and different details (eg billing vs records) and this would be helpful in differentiating the similar Provi...
Guest over 4 years ago in General 1

Calendar

Automated Calendar texting notification of events, appointments to clients by Court, etc. with a confirmation that they received.
Guest over 4 years ago in General 0

Note Tab

The Notes tab and notes are deficient, inefficient, and insufficient. All notes made anywhere in a case under any tab should be cc to the note tab, with a label from which the note tab came. This would allow better centralized control of case info...
Guest over 4 years ago in General 1

Viewing multiple calendars should load as tabs so that you can quickly remove the calendar

Viewing multiple calendars should load as tabs so that you can quickly remove the calendar. Similar to how Outlook has calendars, you can view 4 or 5 calendars at once and then click the "X" button to close that calendar. This would be much easier...
Guest over 4 years ago in General 0

Add ability to add multiple parties to a case at once

Needles 5 should have the ability to add multiple parties to a case at once for Mass Tort cases
Guest over 4 years ago in General 0

Editable Intake Date

The intake date field on the case tab is an editable date field but while it is still an intake it is just a locked bit of text. The date on an intake should auto-populte with todays date like it does now but you should also be able to edit the fi...
Guest over 4 years ago in General 0

Value Tab

The Value Code field really should be first on the value entry screen from top to bottom, left to right, before the Provider information, especially when you have a code like DTF that can auto-fill the provider. When you set the Value Code of an ...
Guest over 4 years ago in General 0

Folder Naming

Before Needles 5, our firm always included in the names of our client folders the date of incident. This way, we don’t need to have Needles open to identify, say, which file of the client’s three accidents we represent them for is a lienholder we’...
Guest over 4 years ago in General 0

Quantify record counts in left column of display

There are a number of elements in the various Needles left column displays that may contain multiple records (Notes, Insurance, Records/Requests, etc.). It would be nice to see the count of records to the right of the entry like: Insurance (0)Not...
Guest over 4 years ago in General 1