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Cloud: Sub folder creation in cloud docs

Cloud: Sub folder creation in cloud docs. The firm wants to be able to create folders in cloud docs and then put files in it so its neatly rather than locating it throughout the list. They had the same concept in Needles 5 and wanted the same func...
Guest over 2 years ago in General 0

Cloud Case Docs File Attachment Size

Client would like file size larger than 2.9 gb
Guest over 2 years ago in General 0

Cloud: Provider information

When viewing the provider card from the counsel tab, insurance tab or any list tab it shows only the first number entered in the provider card and not the multiple numbers. What if the first number is the fax number it shows the fax number which t...
Guest over 2 years ago in General 0

Cloud - List Provider Usage Lacking Information and Functionality

When you run a "List Provider Usage" report, it should show the name of the 1st party in the case as well as be a quick link to open that case. REF Incident #81776
Guest over 2 years ago in General 2

My wish is that Needles would make the Transaction Details screen smaller.

Where you click on the green plus sign to open transaction details on the value tab, the screen takes up a large part of the screen. You cannot see the numbers behind you. Most of the time I am making an adjustment and I need the number behind the...
Guest over 2 years ago in General 0

Cloud - Update time format for PDF report export

When exporting PDF, time shows in military (24 hour) time format instead of 12 hour time format. Screenshot attached.
Guest over 2 years ago in  0

Shot Cut Keys

Add short cut keys to maneuver through the program. Says time
Guest over 2 years ago in General 0

Cloud - Have post & send button in Outlook the same button

When sending an email in Outlook, you currently have to tag the email separately from sending the email. Would like to have the option, like in older versions, where you can just post & send email in Outlook and attach to the case.
Guest over 2 years ago in  12 Planning to Implement

Cloud - Add suggestions for tagging emails

When going to tag an email in OL to attach to notes in case, it would be helpful to provide a list of suggestions to tag from recent tags used
Guest over 2 years ago in  0

Allow staff members to view changes made to user minin directories

This will allow all staff members to see updates to mini directories instantly.
Guest over 2 years ago in General 0