Ideas & Enhancements

Add ability to toggle through notes with a front/back arrow as in 4x and 5x

Right now it is a faint gray, and we are finding it very difficult to read. We would like to adjust it to be black.

Name at top left of case when opened to stay as the primary on the case's name rather than changing. This just causes confusion as to who's case you are in at any given time.

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...

It is silly that with Alphabetic fields, you cannot have the field wrap text. We created a screen to take testimonial information from a client, but the text cant wrap within a field. Seems like BASIC field formatting. It is like a note,but no...

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

In old Needles we had a divide of document setup button which was for word dcument templates and PDF Form setup for the PDF document merge. I have this firm that usage both word and pdf and its long and lots of document in the document setup. It w...

Reports List needs Favorites per user They have over 100 reports and don't want to scroll through that list to get to the popular ones without hiding them completely from the user.

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...

In the value tab, if someone makes a payment, you can type in the paid by field and it autofills the information. Such as if I type in "cl", Client will autopopulate. same with the paid to field. The type field will not allow this, it defaults to ...