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Create Message Drivetly from Insurance Item Card

A very large percentage of our calls, and thus messages, are from Insurance Agents. I would like to be able to open the insurance tab for a case, select the record and then press a button (in the record?) which creates a message that defaults...

Guest over 4 years ago in Messages 0

2 VOTE

Needoutlook Addin Post to Case

Rachel thinks it would be great for an adjuster to automatically be associated with a case when posting an email, if their contact information is listed in the insurance tab. For example if we get an email from our client Jane Doe from her adjuste...

Guest over 4 years ago in Integrations 0

2 VOTE

Value Tab

The Value Code field really should be first on the value entry screen from top to bottom, left to right, before the Provider information, especially when you have a code like DTF that can auto-fill the provider. When you set the Value Code of an ...

Guest over 4 years ago in General 0

2 VOTE

Folder Naming

Before Needles 5, our firm always included in the names of our client folders the date of incident. This way, we don’t need to have Needles open to identify, say, which file of the client’s three accidents we represent them for is a lienholder we’...

Guest over 4 years ago in General 0

2 VOTE

Ability to notify people or groups when a checklist item is completed

Needles should have the ability to notify specific staff or groups when a checklist item is completed. This would make it easier to for staff to monitor and track the progression of cases

Guest over 4 years ago in Checklist 0

2 VOTE

Quantify record counts in left column of display

There are a number of elements in the various Needles left column displays that may contain multiple records (Notes, Insurance, Records/Requests, etc.). It would be nice to see the count of records to the right of the entry like: Insurance (0)Not...

Guest over 4 years ago in General 1

2 VOTE

Rember Window Size and Position

When Needles is started, I would like to see the primary window open to either: The size and position when closed A user defined size and position

Guest over 4 years ago in General 0

2 VOTE

Pull phone numbers from caller ID and load the case profile

When clients call in, Needles should automatically pull up their account based on an associated telephone number

Guest almost 5 years ago in General 1

2 VOTE

Have RTF Automatically turned on in Notes

Firm would like for RTF to be automatically turned on in Notes if they have turned it on in the db preferences

Guest almost 5 years ago in General 0

2 VOTE

Have "Recent Posted Cases" Option in Add-in

Customer would like to be able to choose from recent cases they have posted to when using the Outlook Add-in

Guest almost 5 years ago in 0

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