Ideas & Enhancements
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Reports should also pull the providers card when clicking on the provider's name

Reports - Records Outstanding by Provider- I have run this report for all providers (no parameters) and the results return a large number of providers as expected. If I click on a provider I would expect it to open the providers card, but it just ...
Guest over 4 years ago in General 0

Document Generation File Path

The firm moves closed cases into new folders and would like the document generation to auto-path to the default folder for the case and not the firm default folder naming. The problem inherent is that even when they change the default folder for t...
Guest over 4 years ago in General 0

Search Grid should have 'Role' Column Chooser Option

Firm would like 'Role' (party or Provider) as an option in the search grid
Guest over 4 years ago in General / Search 0

Allow Needles 5 to Auto-Save

Customer would like Needles 5 to have Auto Save capabilities
Guest almost 5 years ago in General 0

Text responses automatically post to cases in Needles

Customer would like text responses from clients to automatically post back to Needles
Guest almost 5 years ago in General 0

Report LIbrary Should be Collapsed by Default

The report library is overwhelming to some users and should be collapsed by default
Guest almost 5 years ago in General 1

Add Ability to Search By Anything on Case

Add ability to search by strings of numbers or other data on a case from the Search tab
Guest almost 5 years ago in General / Search 0

Scroll bar is not user friendly

The new "hover to get scroll bar" feature causes more mouse use and pin-point control. It may look cool, but it isn't user friendly. Fast, efficient = a good program, not the graphics. Whenever you have to remove hand from the keyboard, grab the m...
Guest almost 5 years ago in General 0

Notes can quick fill, similar to texting

NEEDLES MESSAGES REQUEST: We have an idea that could apply to the notes messages. I see the quick fill items that are available for texting. Can we make a quick fill feature for notes
Guest almost 5 years ago in General 0

Able to type staff initials in when creating appointments

Firm would like to be able to type in the initials of the staff members when creating a multi-staff appointment instead of having to use the drop down and select each name individually
Guest almost 5 years ago in General 0