Ideas & Enhancements

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)No...

Wants to be able to make some notes private for sensitive information

Should have the ability to delay a checklist item from loading onto the checklist. For example if I wanted a checklist item to populate 30 days after the COD.

Firm would like to have Staff 1 as an column chooser option on their Needles Today checklist

Firm would like the ability to assign checklist items to more than one individual staff at a time

Customer would like to be able to choose from recent cases they have posted to when using the Outlook Add-in

Firm would like the ability to link their Insurance Tab Dates (like 'Actual') and Negation Tab dates to the checklist and have them trigger checklist items

Firm would like the option to edit the Status dropdown in the checklist to add their own options and logic

When a case is reassigned to a different staff member, an automatic email should be sent to all parties included in that case

The buttons in the lower right hand side of the calendar that are used to scroll through multiple staff's calendars are too small and should be moved to the top. (see screenshot)