Ideas & Enhancements

Would like to be able to check status of submitted incidents, and check to see if an issue has been submitted by a team member already.

Many firms have multiple addresses. Under Firm Preferences, it would be helpful to ahve the abhility to add mulltiple addresses, but be able to designate 1 as the primary. This could be helpful in merge template coding as well.

It would be helpful to have the ability to mass update the Document Category under Template set Up. Right now, you have to go into each individual item in order to update the category.Settings>Templates>Choose A Document>Choose CAtegory a...

We need to the option to tag a case when creating an appointment in Outlook Calendar for a shared calendar we have editing rights to. Currently, we can only tag a case in Outlook if it is in our calendar and not a shared calendar. If we create ...

The new design is great but VERY bright. I feel a dark mode option would be very well received.

Currently the global calendar defaults to the user logged in, but would be nice to be able to change the default to be a staff group instead.

Emailing documents from needles doesn't also tag that email when sending. There is no record of the email unless the user goes into their sent folder and tags it. The email should tag automatically or its not really useful to require extra steps t...

Currently there are the following buttons: All, All Favorites, and All Report Templates; however, there is no easy way for a client to see all of the reports they are currently subscribed to.

In addition to automatically tagging emails when sent through Needles, there are certain email addresses that are ALWAYS associated with the same case and it would be great to be able to set up some type of rule to automatically tag all emails to/...

We use Adobe Pro for EVERYTHING in our office. It would be great if Needles integrated with it. There are 2 huge advantages that could be utilized. Adobe sign is easier to use then docusign, IMHO, especially since we are always in Adobe pro any...