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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

Ability to make User Entered Holidays Reoccurring

At the moment if a user wants to enter a holiday into their user calendar it is stuck to a specific date in a specific year. The entire point of a holiday is that they are annual and at this moment the holiday function in Needles does not provide ...
Guest almost 5 years ago in General 0

Color code Note topics

It would be useful if note classifications could have different colors--like the checklist has certain items color-highlighted. Treatment updates are blue. Filings are green. Phone calls are orange. Etc. That would make locating a particular type ...
Guest almost 5 years ago in General 0

Add Ability to edit Body of Outlook Appointments and have it Sync to Needles Calendar Appointment Notes

Firm would like to be able to modify the body of the Outlook calendar appointments and have that sync back to Needles Calendar
Guest almost 5 years ago in General 1

When a case is reassigned, an automatic email should be sent to the staff members

When a case is reassigned to a different staff member, an automatic email should be sent to all parties included in that case
Guest almost 5 years ago in General 0

Buttons to scroll through mutliple staff calendars should be larger

The buttons in the lower right hand side of the calendar that are used to scroll through multiple staff's calendars are too small and should be moved to the top. (see screenshot)
Guest almost 5 years ago in General 0

Add ability to have QAT in center of screen

Users would like the ability to have the QAT in the center of the screen for easier access
Guest almost 5 years ago in General 0

Should Not Have to Arrow Over to Enter a Time on the Calendar

The users should not have to use the right arrow to input Hours, Minutes, Seconds on an appointment. They should eb able to start typing and type the entire time.
Guest almost 5 years ago in General 0

Calendar Appointments - Show More Time Blocked Off in Month View

When a calendar appointment spans many hours, it should have a larger time blocked off when looking at the appointment in the month view - like Outlook. Right now, it just shows as a 1 line appointment in the month view.
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