Ideas & Enhancements
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General

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Custom Grid Columns

When you run a search and get the results Michael would like to be able to put custom columns into that grid. Specifically in this case he wants the client names to appear.
Guest almost 5 years ago in General / Search 0

Search - Default Highlight the Newest Case

When searching for cases, have the most recent open case as the default higlighted case
Guest almost 5 years ago in General / Search 0

Value Tab - Ability to type into Payment field

User would like to go back to being able to type in the Payment field on the Value tab
Guest almost 5 years ago in General 0

Copy the Payment and Adjustment Fields from Value Tab

User would like to be able to right-click and copy the adjustment and payment fields on the Value tab
Guest almost 5 years ago in General 0

Make QAT Bigger and Ribbons Smaller

Fetterman & Associates - make the QAT bigger and Ribbons smaller
Guest almost 5 years ago in General 1

Record/Requests tab would create a record request document when filled in

When you enter a provider in the Record/Request tab, Needles should automatically create a doument with the information just filled in.
Guest almost 5 years ago in General 0

Have Negotiations List Automatically Expanded

Would like to have the Negotiations list automatically expanded so you can see all of the negotiations listed
Guest almost 5 years ago in General 0

Alert that there are Open appointments when a case is closed

Function which would alert you if a case is closed and there are calendar items with a status of Open with a feature to Close those appointments Submitted on behalf of Ransin Injury Law
Guest almost 5 years ago in General 0

Phone Number Field - Cursor should automatically be placed at beginning of fiel

When you click into the phone number field, the cursor should automatically be placed there
Guest almost 5 years ago in General 0

Add Ability to Assign More than One Note Topic

Would like the ability to assign more than 1 note topic to notes
Guest almost 5 years ago in General 1