Ideas & Enhancements
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DOI to appear in Search Results

When searching for a name, you can select the case/intake option to gather more information on the cases, however users would like if there was a way to show the most recent DOI for that name item to help them identify different cases when their n...
Guest over 2 years ago in  0

Checklists populating based on Stage/Status

when in an intake, it would be very beneficial to be able to customize the checklists based on the Stage/Status
Guest over 2 years ago in Checklist 0

Add an address field to the QB integrator

The QB Needles integrator should include the providers address. phone numbers and emails are nice but some firms rely on the address to differentiate between office locations.
Guest over 2 years ago in  0

UDT Pop Out Should Display Provider Contact Info

We are using UD4 for our Recs tab, when you single click on an item in the list view and get the pop out, it shows everything from the tab - but does not show the contact information for the provider. We would prefer that the provider's phone and ...
Guest about 1 year ago in  0

Link handling for emailing notes from the notes tab

User would like to be able to open an email when click action>email note and send> open in outlook in the desktop version
Guest over 2 years ago in  0

Allow tagging and send in one action

When tagging outgoing emails, one should have the option of tagging and sending in one fell swoop instead of having to go hit "send" separately (like Needles "Post and Send"). This is inefficient.
Guest over 2 years ago in  0

Provider Notes - Add to main provider card info similar to the Value Notes

Currently there is no way to know if there are Notes in the provider card unless you click on Notes.
Guest about 1 year ago in  0

Document Filter for Hiding Temp Files

I'd like to request a filter that could exclude open files from the Case Document's List View. The view here shows ~tmp files and I'd like to have those not show when looking through a document list. They flood up the screen.
Guest about 1 year ago in  0

Needles Post and Sent

Posting Of Emails entries should be as easy as texting with no discretion by the user. Automated Automatically.
Guest over 4 years ago in General 1

Search Screen Add Staff 2 under Cases

Add Staff 2 to the Sreach screen as a Search By criteria, as a column about Cases and as a Column Chooser.
Guest over 4 years ago in General / Search 0