The 40-character limit for document titles is a little prohibative. Taking into consideration the maximum file path limit in windows of 260-characters, an extension of this limit to 100 or 150-characters should be no issue.
Reports should also pull the providers card when clicking on the provider's name
Reports - Records Outstanding by Provider- I have run this report for all providers (no parameters) and the results return a large number of providers as expected. If I click on a provider I would expect it to open the providers card, but it just ...
The firm moves closed cases into new folders and would like the document generation to auto-path to the default folder for the case and not the firm default folder naming. The problem inherent is that even when they change the default folder for t...
A wish list item for a new notification option: checklist items. It is often not efficient to be checking your checklist multiple times a day. A button that shows the number of checklist items due (that day or earlier) and a notification of new ch...
Needles Add-in Search for Providers will list open cases for providers
Pre-Populated List: I wish that when you were posting an email to an adjustor or opposing counsel that it would generate a list of all open cases that the provider is linked to in order to select from that. Or even a list of recently opened Needle...
Link Insurance Tab Dates and Negotiation Tab Dates to the Checklist
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
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