Drafting document from Checklist should prompt correct document type
When you draft a template from the case docs tab the document type can be saved as a auto fill in so it is used every time for that template. But when you draft the template from the checklist it does not fill in the document type for you. You hav...
Needles Today can only view items that are either overdue or due today. It would be great if we could see 30 days ahead in Needles today, just to see what is coming up.
Ability to add a checklist item from the Checklist Summary or Needles Today screen
It would be nice if you didn't have to go into a case to add a checklist item when you are in the Checklist Summary or Needles Today screen. It would save time and keystrokes.
Maybe a Needles tab dedicated (not user defined) to track discovery drafted, pounded, served, response due, dates good faith letter sent, and likewise for discovery propounded on our client, with integration directly into the Checklist. It would b...
She sees the total nunber of items on Needles Today but she wanted to be able to see number before the case number to see how many she has that way as well.
Block the ability to change checklist items to other staff
If you remove the ability for staff to modify the checklst, this includes modifications to their own checklist items such as status. This permission should block the ability to modify everything except for the status. That way changes are not made...
When a checklist item with a document comes up, the document should be automated. You have 5 checklist items that require documents. Would you like Needles to print.
Ability to notify people or groups when a checklist item is completed
Needles should have the ability to notify specific staff or groups when a checklist item is completed. This would make it easier to for staff to monitor and track the progression of cases
Increase character limit of description/Change error thrown
Current character limit is at 255 for the case checklist description. If you hit the limit and try to continue saving, a data conflict error will be thrown. This can be confusing as it is not specific, the error should say that the character limit...
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