Ideas & Enhancements

In the Transaction Details, the Paid By and Paid To fields will autocomplete when you type the first letter. The Credit/Debit and Transaction Type (Payment/Adjustment) fields will not.

When clicking on a parties email address through the Needles app, the app will automatically use the default email address on the phone. This can make it difficult when someone is using their personal phone for business reasons as well. When the u...

While the ability to set custom displays for tables is very nice I would like to be able to shrink some columns down smaller than the columns title width (or other system minimum). I use the Entry ID value, but its minimum size is about 10-12 chrs...

User would like to add Medicare Number as a standard field on the Party Tab

Would like the ability to filter the dashboard tiles by excluding case types.

Allow the firm to set a default export path Allow the firm to set a Network drive for the default path The path should reset on the next export if a user had manually chagned to another location