Ideas & Enhancements
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Link calendar items to the companion cases

When setting a calendar item with multiple companion files, it would be nice for there to be an option that the calendar item be associated with all of the companion cases, not just the case that generated it
Guest over 4 years ago in Companion Cases / General 0 Future consideration

When posting emails, if have multiple emails in a matter, shouldn't have to search under name each time, should have option to post to same as a default.

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Guest over 4 years ago in General / Search 0

Needles today should auto refresh itself or at least prompt a refresh

Needles Today doesn't prompt you to refresh or update after you've made a change. You have to close it out and reopen to have a checklist change reflected. Previously, it would allow you go Save or give you a response to refresh the screen. Now th...
Guest over 4 years ago in General 1

Merge Document Title Name Length

The 40-character limit for document titles is a little prohibative. Taking into consideration the maximum file path limit in windows of 260-characters, an extension of this limit to 100 or 150-characters should be no issue.
Guest over 4 years ago in General 0

Always show Search Box

I use the "Search" al lot and would like to see the search box (search criteria section) always visible in the ribbon. It seems that there is plenty of space available for this important feature.While I realize I can pull this into it's own Window...
Guest over 4 years ago in General 1

Direct Scan to a Case without Automatic Folder Naming

At the moment, the only way to scan directly into a case is if there is a default document path set for that case. This is only set by the auto folder naming feature and there is no manual way to set this. If a case is selected for scanning that d...
Guest over 4 years ago in General 1

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

Add the Provider ID number next to the provider name on the records tab

On the Records/Request Form please add the Provider ID to the right of the provider name. We have a number of providers with the same name and different details (eg billing vs records) and this would be helpful in differentiating the similar Provi...
Guest over 4 years ago in General 1

Calendar

Automated Calendar texting notification of events, appointments to clients by Court, etc. with a confirmation that they received.
Guest over 4 years ago in General 0

Voice Recognition

Voice Command integration is desired and would set needles apart from the pack. " Needles show me the Thompson case Medicals"Voice dictation of notes. Etc.
Guest over 4 years ago in General 0