Ideas & Enhancements
ADD A NEW IDEA

General

Showing 578 of 2699

Outlook Post and Send forced to either click the drop-down arrow by the Note Topic or press Up and Down to change note topic

When you Post and Send a message from a case, you can type in the Note Topic and it will auto-complete as you type. When you Post and Send a message from Outlook, you are forced to either click the drop-down arrow by the Note Topic or press Up and...
Guest almost 5 years ago in General 0

Change Report Category

I am unable to find a way to change the category of any report in the Report Library, standard or otherwise. I can change the name and description, but not the category. The only workaround I can think of is to go into the report designer to edit ...
Guest almost 5 years ago in General 0

Request Checks button is disabled until you save.

In Needles 4, if you were editing an existing Value tab entry and tried to Request the Check before saving, you would be asked to save before going to the Request Checks screen. In Needles 5, the Request Checks button is disabled until you save.
Guest almost 5 years ago in General 0

There is no feedback from clicking on a dead hyperlink.

On the Documents tab, Needles 4 would tell you when you clicked on an item in the list if it was not found. Needles 5 does not tell you unless are you drilled down into the item and not in the list. There is no feedback from clicking on a dead hyp...
Guest almost 5 years ago in General 0

Opening a new note should default you into the topic field

If I remember correctly, in Needles 4, when you enter a new Note, you could start typing in the Note Topic field immediately. In Needles 5, you are forced to either click in the field or press the Down key and Tab multiple times. If I am rememberi...
Guest almost 5 years ago in General 0

Edit the Date first in a case and you can't save.

On occasion, if the first thing you do on a case’s tab is edit a Date field by pressing the Up or Down keys, you will not be given the opportunity to save the change, or any other changes to that tab or that entry, until you close the window for t...
Guest almost 5 years ago in General 0

Double-Click Date field to Open Calendar

In Needles 4, you can double-click inside a Date field to open the calendar and today’s date is automatically filled in. In Needles 5, you have to click the Calendar icon to open the calendar and, even then, you have to click the day before the da...
Guest almost 5 years ago in General 0

AKA names in search results should be formatted in a bold red font to make them stand out

In Needles 4, AKA names in search results were formatted in a bold red font that made them stand out. In Needles 5, they have the same font as the rest of the general information, making it take longer to determine if you have the correct name.
Guest almost 5 years ago in General / Search 0

The Search box is too short for the font style.

The Search box is too narrow for the font style. It cuts off the tails from lowercase letters. Sometimes, when I come back to the box after being called away on another task, I have to do a double-take and ask myself, “Did I type a g? Or was it a q?”
Guest almost 5 years ago in General / Search 0 Unlikely to implement

Be able to select the numbers on the general information when searching

When you search for a party name, the general information window in the bottom left has a list of phone numbers. Can we be able to select the phone numbers to be displayed there so you do not have to keep pressing the drop down arrow. This will sa...
Guest almost 5 years ago in General / Search 0