NEEDLES MESSAGES REQUEST: We have an idea that could apply to the notes messages. I see the quick fill items that are available for texting. Can we make a quick fill feature for notes
Once you create a document from a case, you cannot select other tabs within Needles. For example, if I am currently on the Party tab in a case and I select documents, go through the parameters of the document. Once the document loads, you cannot g...
Able to type staff initials in when creating appointments
Firm would like to be able to type in the initials of the staff members when creating a multi-staff appointment instead of having to use the drop down and select each name individually
Telephone field insertion point - It's not always feasible to "tab in to" a telephone filed. Frequently, when I take a message I will go from the From field to the Phone field. It would be helpful if when clicking into the Phone field the cursor w...
Needles Calendar should have pre-determined date range filters
Date ranges such as: Today, Yesterday, This Week, This Month, This Year, Last Week, etc. would significantly reduce the amount of clicking, while make reporting less prone to date calculation errors.
If you’re entering a provider’s email address in the Online Accounts screen, you can click OK once the email is detected to be in a valid format as you’re typing it in the Account field. If you’re entering a provider’s phone number in the Phone De...
I know that the default online account is the top account of that type but this not intuitive for the user. It would be much easier if the drop down menu was available the same way it is in the address box
Select default email address through Needles mobile app
When clicking on a parties email address through the Needles app, the app will automatically use the default email address on the phone. This can make it difficult when someone is using their personal phone for business reasons as well. When the u...
Since we are able to move the Quick Access Toolbar down below the ribbon, it should be able to be saved below the ribbon. Currently every time you start a new session of Needles the quick toolbar resets to the top of the screen
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