Ideas & Enhancements
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Quick Access Tool bar Pinning

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
Guest about 5 years ago in General 0

Add Medicare Number as a Standard Field on the Party Tab

User would like to add Medicare Number as a standard field on the Party Tab
Guest about 5 years ago in General 0

We would like the ability to change the default subject of text messages.

We would like the option to change the default text for the subject line of text messages.
Guest about 5 years ago in Messages 0

Multi-select checklist items

Be able to use the Ctrl or Shift shortcuts to multiselect checklist items. We have instances where we have to change a case type but want to keep the current checklist. This usually leads to some checklist items being duplicated and requires us to...
Guest about 5 years ago in Checklist 0

Calendar rescheduling in shared view

Having the ability to move already made appointments across a shared calendar view by dragging and dropping. I believe this capability was in 4 and would help our intake department to manage appoints on the fly if something were to happen (Car tro...
Guest about 5 years ago in  0

"Forced" fields for intakes

Having the ability to make intake UDF's forced or required in order for the intake to be saved. This was we can ensure intake is capturing at lease the required data minimums.
Guest about 5 years ago in General 0

Create a Favorites list of often used reports

There are a large amount of reports and I only use a few. It would be nice to have some type of way to mark "my" reports as favorites. A button group on the ribbon would be most expedient, but even something in the Reports menu that would allow me...
Guest about 5 years ago in General 0

opening the Notes tab for the first time after opening the case, it should default to the list, not the last note.

After the case is open, it can return to the last note.
Guest about 5 years ago in General 0

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 about 5 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 about 5 years ago in General 0