Ideas & Enhancements
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Select default email address through Needles mobile app

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...
Guest almost 5 years ago in General 0

Quick Access Tool bar Pinning

Since we are able to move the Quick Access Toolbar down below the ribbon, it should be able to be saved below the ribbon. Currently every time you start a new session of Needles the quick toolbar resets to the top of the screen
Guest almost 5 years ago in General 0

Add Medicare Number as a Standard Field on the Party Tab

User would like to add Medicare Number as a standard field on the Party Tab
Guest almost 5 years ago in General 0

"Forced" fields for intakes

Having the ability to make intake UDF's forced or required in order for the intake to be saved. This was we can ensure intake is capturing at lease the required data minimums.
Guest almost 5 years ago in General 0

Create a Favorites list of often used reports

There are a large amount of reports and I only use a few. It would be nice to have some type of way to mark "my" reports as favorites. A button group on the ribbon would be most expedient, but even something in the Reports menu that would allow me...
Guest almost 5 years ago in General 0

opening the Notes tab for the first time after opening the case, it should default to the list, not the last note.

After the case is open, it can return to the last note.
Guest about 5 years ago in General 0

Create a hyperlink to the summary list

Where appropriate, like Notes and Record/Requests, add hyperlinks to these items that will return the user to the summary list. While I know the notepad in the upper left corner of the window will do this, after decades of use I still go to the se...
Guest about 5 years ago in General 0

Cursor should start in the Task field of the time entry window when using Needles Time Tracking

Users are inclined to start typing when the time entry window opens. Currently you have to press the tab key several times or use the moust to click in the Task field to choose a selection.
Guest about 5 years ago in General 0

Add Open Case Docs to Ribbon

I open the clients "Case Docs" extremely frequently, but it's usually via explorer as I need to leave what ever tab I am currently working on (mostly records requests to see the actual docs) to perform the task in Needles. It would be nice to have...
Guest about 5 years ago in General 2

Graphic Dashboard For each case within the case.

Graphic Dashboard For each case within the case.
Guest about 5 years ago in General 0