Ideas & Enhancements

There is no option to undo if the special note is deleted using the 'Clear' button. An 'Undo' button should be added in case the special note is accidentally cleared.

Having functionality to scan document from scanner directly to a case instead of scanning and saving to local computer first.

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.

The user wanted to be able to create mutiple checks from the value tab rather than going through one by one to make a check out of it. It can be used for DTF since it needs to push the check to QB integrator but need to be able to do all DTF at on...

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 searching for a party, the only information shown for each case are case #, open date, case type, status and primary staff. To further identify which case is what it would be helpful to add the party role for the case as well.

Expand the size of the comment text box for user defined tabs.If we are in the counsel tab and we are adding comments it expand to the next line and makes it easy to read. If I were in the record/request tab (user defined tab) when entering data i...

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

Can we please have a way to batch-request checks on a case? Adding payment and requesting checks one item at a time is very time-consuming.

In previous versions of Needles, when processing a check in QuickBooks the memo section would populate with the case number/customer name. QuickBooks would also push back to Needles to update the memo line in the value item with the check #.