Ideas & Enhancements

Another suggestion would be to make the notes section a little easier to read. With the actual box to type your note so far down the page, it makes it difficult to navigate. I think we should have paging arrows on the notes tab similar to the part...

Cloud User would like to have the calendar time for events start at 8am instead of 12am-12pm by default. Their day starts at 8am and they look for events and have to scroll down

There should be the ability to set up email notifications for messages and intakes.

Request to make the synopsis tab larger

when you mark checklist item things as done - they turn a very light green - it is very hard to look at the list & see the green completed checkmarks because they are so light & very similar to the light gray incomplete checkmarks. Can you...

When tagging email to case, you have to manually type in name or email, but would be nice if it will automatically find a case based on the email or client name in the subject line.

Editing fields and screens for all Intake Case types using a new Layout Manager available under Settings. I have been able to move the fields around however, I haven't figured out how to enlarge the boxes in which we type and get the fields close...

In Needles 4x you could double click on a date and it would auto populate todays date. In 5x you have to either type out the date or select the calendar and then select the date. I think this should be implemented again as it will save time

Either by clicking on the tag or via a filter at the top.

It would be nice to be able to print your checklist in the current view from the Needles Today checklist.