Ideas & Enhancements
ADD A NEW IDEA

FILTER BY CATEGORY

All ideas

Showing 1932 of 1932

Focus should return to Messages tab after viewing an email.

Focus should return to Messages tab after viewing an email. Viewing and deleting a message sets focus to the last tab that was opened, not the Messages tab. This causes the user to have to make extra clicks to get back to the message list to cont...
Guest almost 4 years ago in Messages 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 4 years ago in General 0

Change case tabs after merge document is created

Once you create a document from a case, you cannot select other tabs within Needles. For example, if I am currently on the Party tab in a case and I select documents, go through the parameters of the document. Once the document loads, you cannot g...
Guest almost 4 years ago in General 0

Add Ability to Calendar Only Business Days in the Checklist

Firm would like the ability to only have business days as options for setting checklist item dates
Guest almost 4 years ago in Checklist 0

Phone number left most position

Telephone field insertion point - It's not always feasible to "tab in to" a telephone filed. Frequently, when I take a message I will go from the From field to the Phone field. It would be helpful if when clicking into the Phone field the cursor w...
Guest almost 4 years ago in General 0

Value Screen - Make the Due Field Editable

Make the 'Due' field editable for quick data entry
Guest almost 4 years ago in General 0

Needles Calendar should have pre-determined date range filters

Date ranges such as: Today, Yesterday, This Week, This Month, This Year, Last Week, etc. would significantly reduce the amount of clicking, while make reporting less prone to date calculation errors.
Guest almost 4 years ago in General 0

Entering in a phone number without clicking out

If you’re entering a provider’s email address in the Online Accounts screen, you can click OK once the email is detected to be in a valid format as you’re typing it in the Account field. If you’re entering a provider’s phone number in the Phone De...
Guest almost 4 years ago in General 0

Select default email address through Needles mobile app

When clicking on a parties email address through the Needles app, the app will automatically use the default email address on the phone. This can make it difficult when someone is using their personal phone for business reasons as well. When the u...
Guest almost 4 years ago in General 0

Electronic signatures for documents

No description provided
Guest almost 4 years ago in  0