separate permission to remove/delete the special flag note on a case
It appears to be the same as the general notes. Some staff should be able to delete/remove the special note but not delete regular notes. If someone doesn't have permission to delete notes it doesn't allow to use the clear on the special flag note...
Cloud: The search function should be able to ignore "The" in a provider name.
(Michael Melonakos - mike@scinjuryattorney.com) Many law firms and providers' names start with "The" - for example, my law firm is The Melonakos Law Firm, LLC. . . so if I go to search for my law firm to add to value tab, and I type in Melonakos ....
Modify text in comment box (bold, italic, font size)
The user want to be able to modify the text in teh comment box such as bold, italic, font size and etc. They are able to do it in the notes but wanted to be able to do it in comment boxes in other location such as record and request.
Calendaring across time zones is a fairly frequent business practice, and it seems the upgraded version of Needles should be able to accomodate this. Perhaps byt utilizing a drop down time zone feature to allow the user to select the timezone of t...
Create a dashboard where you can select data to pull
Want to be able to create new dashboards that will pull the information the firm is looking for. Similar to how a report can pull information from Needles, we should be able to create a dashboard that allows which information we want to see
It would be useful if note classifications could have different colors--like the checklist has certain items color-highlighted. Treatment updates are blue. Filings are green. Phone calls are orange. Etc. That would make locating a particular type ...
Should Not Have to Arrow Over to Enter a Time on the Calendar
The users should not have to use the right arrow to input Hours, Minutes, Seconds on an appointment. They should eb able to start typing and type the entire time.
In Needles 4, you can double-click inside a Date field to open the calendar and today’s date is automatically filled in. In Needles 5, you have to click the Calendar icon to open the calendar and, even then, you have to click the day before the da...
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