Users should be able to choose multiple recipients from a single pick window that populates their email address into the TO field in an Outlook Email. Currently, users are limited to a single email address and manually adding each additional email...
QuickBooks export should be off of the value item not the transaction
In Needles 4 and 5, when someone requests a check they are requesting it off of the case expense item. They do not need to enter in the paid by or paid to and they do not need to generate the Due to Firm (DTF) from that item. Once the check has be...
Allow Needles Outlook add-in to tag meeting responses like other emails.
Meeting responses are not taggable like other emails. It would be very helpful to be able to document when parties agree to have meetings for legal reasons.
Dashboards - Should Pull Any Staff & Have Date Filters Auto Updates
Firm would like ability to pull any staff instead of only primary staff, and would like date filters to auto update (daily, weekly, monthly, quarterly)
E-mail Tag function in Outlook should default search by name, not e-mail.
The e-mail Tag function in outlook should default to search by name, not e-mail since the e-mail search isn't efficient. usually doesn't work and it doesn't fill in properly. Also - you have to click on "name" twice to get it it to stay on the field.
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