Ideas & Enhancements
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Cloud Party Tab Phone Numbers

Under "PARTY" - please add an UNKNOWN category to phone #s (UNK)- not all #s are labeled home, work, cell. It would be great if UNK were in the drop down choices. It would also be great if you could just hit enter instead of manually clickin...
Guest about 4 years ago in General 0

Cloud - Date fields date picker

When you click to add a date on the Case Tab the date picker should open to the current date instead of January 1920. It would be helpful for the date picker to also include an option for "Today"
Guest about 4 years ago in General 0

Creating New Note - Add Autofill

Most of our Note items are entered using the same topic, and Needles currently requires me to scroll down to the topic that is at the lower 2/3 of the list. Then when I’ve entered the topic, I have to scroll down to locate the new note to complete...
Guest about 4 years ago in General 0

Creating New Checklist item - Add Auto-fill

Most of our checklist items are MIS, and Needles currently requires me to scroll down to MIS. Then when I’ve entered MIS, I have to scroll down to locate the new checklist item to complete it. The desktop version of needles operates this way and i...
Guest about 4 years ago in Checklist 0

Ability to change multiple document type categories for multiple documents at one time

To be able to select multiple documents and change their document type category all at one time instead of individually.
Guest about 4 years ago in General 0

Permissions - Icon for Enable/Disable

The icon that shows for the enable/disable for each permission option should be red when it's disabled and blue when it is enabled. The actual check versus the dash in the icon is too difficult to notice and will cause support issues in the future.
Guest about 4 years ago in General 0

Grid Layout Save Sort

Currently when saving the layout of a Grid in Needles, the "sort" (Ascending vs Descending) does not save as a setting. This would be another good thing to be able to save to further customize the software.
Guest about 4 years ago in General 0

Hire Date

It would be nice to have a place on the Staff Information page in the Staff Directory to put Hire Date.
Guest about 4 years ago in General 0

View document from Value/Record Screen

Would like the ability to view bills/records with one click from the Value screen (like viewing the notes) if said document has been scanned to the file.
Guest over 4 years ago in Integrations 0

Calendar Appointment should include Notes in the Daily / Weekly view, as well as the popup preview

In N4, the appointment displayed the Event field in the daily, weekly and popup preview which gave the attorney any additional details at a glance rather than having to open the detail of the appointment. Submitted on behalf of Cohen Feeley Al...
Guest over 4 years ago in General 0