Ideas & Enhancements
ADD A NEW IDEA

Needles 5.0

Showing 2680 of 2680

The ability to drag & drop the file in the Notes tab.

We would like the ability to drag & drop our files into the notes tab, similarly to how we can do in the documents/case docs tab. This allows for an easier, more productive way to create notes with attachments.
Guest about 1 year ago in  0

Being able to send documents to other parties in the case just like note tab.

When you are in the note tab and and viewing the note you click action > email note to contact your able to send the note to the other parties in the case. The user wants to be able to do the same with the document tab rather than copying and p...
Guest over 3 years ago in General 2 Future consideration

Addresses should be shown when searching for a provider and Under provider name in Value section.

On behalf of Burnetti P.A Showing address clients would like to see adresses displayed under the provider name in the value section. This would easily allow them to grab this information without switching tabs or searching for the provider.
Guest over 3 years ago in General 1

Hidden Intake Fields

When modifying a case specific intake, the ability to mark a field as hidden on the layout manager would be great. If you delete a field it removes all of the data from every open/closed/rejected intakes. If you were able to hide them, you can kee...
Guest over 2 years ago in  1

Add a User Defined Field Type Like the Representing Field in the Counsel Tab

If it is possible, please make a user defined field type that works like the Representing section in the Counsel tab. It would be nice to be able to make a running list of people involved in a particular entry.
Guest 5 months ago in  0

Copy Intake Data to Other Intakes

We frequently have to create multiple intakes for the same accident or multiple intakes for one person for different case types. Having to copy the data from one intake too another is extremely time consuming and awkward. Adding a 'Copy Intake Dat...
Guest 10 months ago in  0

Advance Search Column Fields

You should be able to add a column for any reportable field. Specificially, I cannot add the "settlement value" from the value tab to an advance search, but somehow I can add the attorney fees.
Guest over 1 year ago in  1

Ability to filter emails to/from

Want to be able to filter emails to only those to or from a certain person.
Guest 10 months ago in  0

Editing Duplicated Documents on Case Docs Tab - Stop Autorefresh

After duplicating a document on the docs tab, you need to find it in order to edit Title, Author, Date, etc. Currently, if you open the side pane to edit the document information, it auto refreshes after clicking out of each field. This adds secon...
Guest over 1 year ago in  1

Duplicating Documents on Docs tab - Ask to Rename prior to save

When duplicating a document on the Docs tab, it does not ask to rename the document before refreshing. So, you have to search the documents tab for the COPY of the document, then open it and rename. It should ask you first, before making the copy.
Guest over 1 year ago in  0