Ideas & Enhancements
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Cloud Party Tab Phone Numbers

Under "PARTY" - please add an UNKNOWN category to phone #s (UNK)- not all #s are labeled home, work, cell. It would be great if UNK were in the drop down choices. It would also be great if you could just hit enter instead of manually clickin...
Guest about 4 years ago in General 0

Cloud - Add Feature to notify Needles Admin

There would be libraries that might not contain an necessary entry. It would be a nice feature to add the ability for a user to make a request to the Needles Admin to add that entry. For instance, I am creating a Bankruptcy case and notice that my...
Guest about 4 years ago in General 0

Cloud - Date fields date picker

When you click to add a date on the Case Tab the date picker should open to the current date instead of January 1920. It would be helpful for the date picker to also include an option for "Today"
Guest about 4 years ago in General 0

Creating New Note - Add Autofill

Most of our Note items are entered using the same topic, and Needles currently requires me to scroll down to the topic that is at the lower 2/3 of the list. Then when I’ve entered the topic, I have to scroll down to locate the new note to complete...
Guest about 4 years ago in General 0

Tag an email to multiple cases

The reason this is necessary is they get updates from firms that they refer cases to on all the cases on a monthly basis or so - the emails give updates on hundreds of files, which currently means they have to go through the process of manually ta...
Guest about 4 years ago in General 1

Ability to change multiple document type categories for multiple documents at one time

To be able to select multiple documents and change their document type category all at one time instead of individually.
Guest about 4 years ago in General 0

Cloud: When searching for someone, provide in the search results how the person is related to the case such as in v5.

It would be helpful to see what type of party each personal is, I.E. Plaintiff, Defendant, instead of having to open the case completely to confirm who the party is.
Guest about 4 years ago in General / Search 0

Permissions - Icon for Enable/Disable

The icon that shows for the enable/disable for each permission option should be red when it's disabled and blue when it is enabled. The actual check versus the dash in the icon is too difficult to notice and will cause support issues in the future.
Guest about 4 years ago in General 0

Needles App Intake Push Notification

It would be nice if the App would send you a push notification when you have a new intake waiting for you.
Guest about 4 years ago in General 0

Grid Layout Save Sort

Currently when saving the layout of a Grid in Needles, the "sort" (Ascending vs Descending) does not save as a setting. This would be another good thing to be able to save to further customize the software.
Guest about 4 years ago in General 0