Ideas & Enhancements
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Make 'Address 1' Not Required

Firm would like 'Address 1' not required when adding a new address
Guest almost 5 years ago in General 0

Make 'Home' First Option in 'Address Type' dropdown

Firm would like to see 'Home' as the first option to choose from in the Address Type drop down
Guest almost 5 years ago in General 0

Make 'Mobile' first option in phone type drop down

Firm would like to see 'Mobile' as the first option to choose from in the Phone Type drop down
Guest almost 5 years ago in General 0

Show # of Unread/Read Message & Intakes on Home Screen

Firm would like to see number of both read and unread messages on the home screen
Guest almost 5 years ago in General 0

Mini Directory Sort

When I type a partial string into a list box and then click the drop down, the highlighted result is at the bottom and one still needs to scroll to see additional matches. If the highlighted item is at the top then additional matches would appear ...
Guest almost 5 years ago in General 0

Add Ability to Make One Case Primary for Clients

Customer would like the ability to make specific cases the primary for clients who have multiple cases with the firm
Guest almost 5 years ago in General 0

Add a third default address type

While it is great that the address field is so expandable now, many of the less savy people with the program won't know to type in the dropdown box to add a new address type. Couold we get "Other" added back in as a default address type like it wa...
Guest almost 5 years ago in General 1

Add providers role to a user defined field so that it can be linked to a records tab

Name, address and phone numbers are able to be added to the records case field but not the providers role. Can this be added to the list so that it can be selected
Guest almost 5 years ago in General 0

There is a dedicated button to Export Checks or Deposits, but to Process them you have to click Save???

Check / Deposit Requests – There is a dedicated button to Export Checks or Deposits, but to Process them you have to click Save??? It took several attempts for me to successfully explain this to my supervisor. This is not intuitive.
Guest almost 5 years ago in General 0

Outlook Post and Send enter case number in outlook dropdown

The Needles 4 add-in allowed you to enter a case number to send and post a message to within the Outlook message window. The Needles 5 add-in requires you to enter the case number after the fact.
Guest almost 5 years ago in General 0