Ideas & Enhancements
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Rember Window Size and Position

When Needles is started, I would like to see the primary window open to either: The size and position when closed A user defined size and position
Guest over 4 years ago in General 0

Ability to make some notes private

Wants to be able to make some notes private for sensitive information
Guest almost 5 years ago in General 0

Pull phone numbers from caller ID and load the case profile

When clients call in, Needles should automatically pull up their account based on an associated telephone number
Guest almost 5 years ago in General 1

Automatic texting sent for calendar appointments

Needles should have the ability to send automatic text messages to clients to remind them of appointments. This should include date, time and location of the appointment
Guest almost 5 years ago in General 1

Sort by Address in Search Results

When you get returned search results you are very minited in what you can sort by. It would be nice if you sould sort by things like address or zip as well.
Guest almost 5 years ago in General / Search 1

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
Guest almost 5 years ago in General 1

Have RTF Automatically turned on in Notes

Firm would like for RTF to be automatically turned on in Notes if they have turned it on in the db preferences
Guest almost 5 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 almost 5 years ago in General / Search 0

Allow Checklist items assignments to more than one staff member

Firm would like the ability to assign checklist items to more than one individual staff at a time
Guest almost 5 years ago in General 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