Ideas & Enhancements
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Add Ability to Assign More than One Note Topic

Would like the ability to assign more than 1 note topic to notes
Guest almost 5 years ago in General 1

Add Ability to Customize Background of Needles

Would like the ability to customize the background color of Needles so it is not white
Guest almost 5 years ago in General 3

Add Ability to Have Custom Folders in Messages

Would the like ability to have custom folders in messages to organize their messages
Guest almost 5 years ago in Messages 0

Needles Report Parameters

Report Parameters can not be "Reset" after running a report - I open the standard "Records Outstanding by Provider" report. I enter a value for the "Provider Name", click search and then select a provider from the table. At this point the "Reset" ...
Guest almost 5 years ago in General 0

Add Ability to Search By Anything on Case

Add ability to search by strings of numbers or other data on a case from the Search tab
Guest almost 5 years ago in General / Search 0

Add ability to hyperlink Docs from the Case Docs tab in messages

Add the ability to hyperlink documents from the Case Docs tab into messages for less clicking
Guest almost 5 years ago in Messages 1

Case header allow for custom colors

Firms should have the ability to customize case headers based on their preference. ie. Blue is open, Green is settlement, Purple is LIT, etc.
Guest almost 5 years ago in General 1

Add Ability to Search Calendar

Customers would like to be able to search the name of the event or a name and see all events with that keyword
Guest almost 5 years ago in General / Search 1

Scroll bar is not user friendly

The new "hover to get scroll bar" feature causes more mouse use and pin-point control. It may look cool, but it isn't user friendly. Fast, efficient = a good program, not the graphics. Whenever you have to remove hand from the keyboard, grab the m...
Guest almost 5 years ago in General 0

Would like to be able to create dashboards for multiple staff positions, not just Primary Staff

Would like to be able to create dashboards for multiple staff positions, not just Primary Staff. We would like to see a dashboard report for Staff 2.
Guest almost 5 years ago in General 0