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Global setting to determine Sorting order of the List on the Case Documents tab and other tabs for all users unless changed per staff

Wants to be able to make items sort by one of the columns for all users and all case types at once. Otherwise they have to set this separately for each user for each type and each applicable tab.
Guest over 3 years ago in General 1

Create a hyperlink to the summary list

Where appropriate, like Notes and Record/Requests, add hyperlinks to these items that will return the user to the summary list. While I know the notepad in the upper left corner of the window will do this, after decades of use I still go to the se...
Guest over 3 years ago in General 0

Cursor should start in the Task field of the time entry window when using Needles Time Tracking

Users are inclined to start typing when the time entry window opens. Currently you have to press the tab key several times or use the moust to click in the Task field to choose a selection.
Guest over 3 years ago in General 0

Add Open Case Docs to Ribbon

I open the clients "Case Docs" extremely frequently, but it's usually via explorer as I need to leave what ever tab I am currently working on (mostly records requests to see the actual docs) to perform the task in Needles. It would be nice to have...
Guest over 3 years ago in General 2

Administrative setting for all Needles messages to be posted to Needles case/provider rather than discretionary.

Administrative setting for all Needles messages to be posted to Needles case/provider rather than discretionary.
Guest over 3 years ago in General 0

Cases should be identified as closed in the Export Checks screen as they are in Needles 4.

Accounting should be able to see at a glance when a check has been requested on a closed case. In most instances, there should not be a check requested on a closed case and they need to be able to know if they are.
Guest over 3 years ago in General 0

Please Delete - Duplicated

Duplicated
Guest over 1 year ago in General 0

Delete Please

Please Delete this oneSubmitting to Triage
Guest over 1 year ago in General 0