Ideas & Enhancements
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General

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Add Ability to Customize Background of Needles

Would like the ability to customize the background color of Needles so it is not white
Guest almost 5 years ago in General 3

Needles Report Parameters

Report Parameters can not be "Reset" after running a report - I open the standard "Records Outstanding by Provider" report. I enter a value for the "Provider Name", click search and then select a provider from the table. At this point the "Reset" ...
Guest almost 5 years ago in General 0

Add Ability to Search By Anything on Case

Add ability to search by strings of numbers or other data on a case from the Search tab
Guest almost 5 years ago in General / Search 0

Case header allow for custom colors

Firms should have the ability to customize case headers based on their preference. ie. Blue is open, Green is settlement, Purple is LIT, etc.
Guest almost 5 years ago in General 1

Add Ability to Search Calendar

Customers would like to be able to search the name of the event or a name and see all events with that keyword
Guest almost 5 years ago in General / Search 1

Scroll bar is not user friendly

The new "hover to get scroll bar" feature causes more mouse use and pin-point control. It may look cool, but it isn't user friendly. Fast, efficient = a good program, not the graphics. Whenever you have to remove hand from the keyboard, grab the m...
Guest almost 5 years ago in General 0

Would like to be able to create dashboards for multiple staff positions, not just Primary Staff

Would like to be able to create dashboards for multiple staff positions, not just Primary Staff. We would like to see a dashboard report for Staff 2.
Guest almost 5 years ago in General 0

Notes tab > Case status default to checked

In the mini directory, you can add a default note topic to save in case status. When adding in a new note with that topic, the case status box is not checked. The note, once saved, will post to the case status but it is not intuitive that it shoul...
Guest almost 5 years ago in General 0

Needles Today appointments should show individuals calendar items

Needles today appointments shouls show an individuals calendar items but they should still be allowed to have the calendar view default to a group. If you change the staff settings for calendar to the group, then the appointments on Needles Today ...
Guest almost 5 years ago in General 0

Ability to change/edit Case Header

Have the ability to change the header to display additional or other bit of information. Things such as DOB should be able to be added into the header
Guest almost 5 years ago in General 1