In the mini directory, you can add a default note topic to save in case status. When adding in a new note with that topic, the case status box is not checked. The note, once saved, will post to the case status but it is not intuitive that it shoul...
Needles Today appointments should show individuals calendar items
Needles today appointments shouls show an individuals calendar items but they should still be allowed to have the calendar view default to a group. If you change the staff settings for calendar to the group, then the appointments on Needles Today ...
NEEDLES MESSAGES REQUEST: We have an idea that could apply to the notes messages. I see the quick fill items that are available for texting. Can we make a quick fill feature for notes
Once you create a document from a case, you cannot select other tabs within Needles. For example, if I am currently on the Party tab in a case and I select documents, go through the parameters of the document. Once the document loads, you cannot g...
Able to type staff initials in when creating appointments
Firm would like to be able to type in the initials of the staff members when creating a multi-staff appointment instead of having to use the drop down and select each name individually
Telephone field insertion point - It's not always feasible to "tab in to" a telephone filed. Frequently, when I take a message I will go from the From field to the Phone field. It would be helpful if when clicking into the Phone field the cursor w...
Needles Calendar should have pre-determined date range filters
Date ranges such as: Today, Yesterday, This Week, This Month, This Year, Last Week, etc. would significantly reduce the amount of clicking, while make reporting less prone to date calculation errors.
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