Ideas & Enhancements

The user should be able to post the email sent to the client via email very similar to the concept of when texting the client it post it to the case. The user wants to be able to save time rather than doing another process of posting back to the c...

User would like to be able to use white space to better display grids, forms and overall case tabs.Grid does not allow for full layout flexibility.

Calendar reports should auto populate with today's date, alternatively if the date is put in the start field the end field should be autopopulated with that date.

It would be nice if you create a user defined field that had linked information across 2 tabs in a case type. Like a field on the case tab that also appeared on the party tab that held the same dataset.

On behalf of Brady Law:Ability to modify which columns are shown in the "Address Information" section. Many firms do not use the "name" or "Salutation" sections and it would be nice to be able to turn them off.

On behalf of Brady Law:At a glance there is no distinction between a party and a provider when searching. You have to click on each one to get any information on the name.

On behalf of Brady Law:Address info should be further up on the party screen. It used to be so consolidated and now you have to scroll for it because it was spread out so much.

Currently no ability to modify the sections that exist on Needles Today or what size they are. In Needles 4 and 5 you could turn on and off the Calendar or Checklist Summary sections.

The items within the Case Documents tab have user defined information on them but there is no way to edit this information, as the Case Documents tab is not selectable in the layout manager. "Document Fields" may have been intended for that but th...

On behalf of Brady Law Group:It would be nice to be able to create document tags as you need them (self building list) rather than having to pre-populate a minidirectory with them.