Ideas & Enhancements
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Show # of Unread/Read Message & Intakes on Home Screen

Firm would like to see number of both read and unread messages on the home screen
Guest almost 5 years ago in General 0

Add Ability to Make One Case Primary for Clients

Customer would like the ability to make specific cases the primary for clients who have multiple cases with the firm
Guest almost 5 years ago in General 0

Add providers role to a user defined field so that it can be linked to a records tab

Name, address and phone numbers are able to be added to the records case field but not the providers role. Can this be added to the list so that it can be selected
Guest almost 5 years ago in General 0

There is a dedicated button to Export Checks or Deposits, but to Process them you have to click Save???

Check / Deposit Requests – There is a dedicated button to Export Checks or Deposits, but to Process them you have to click Save??? It took several attempts for me to successfully explain this to my supervisor. This is not intuitive.
Guest almost 5 years ago in General 0

Outlook Post and Send enter case number in outlook dropdown

The Needles 4 add-in allowed you to enter a case number to send and post a message to within the Outlook message window. The Needles 5 add-in requires you to enter the case number after the fact.
Guest almost 5 years ago in General 0

Outlook Post and Send forced to either click the drop-down arrow by the Note Topic or press Up and Down to change note topic

When you Post and Send a message from a case, you can type in the Note Topic and it will auto-complete as you type. When you Post and Send a message from Outlook, you are forced to either click the drop-down arrow by the Note Topic or press Up and...
Guest almost 5 years ago in General 0

Change Report Category

I am unable to find a way to change the category of any report in the Report Library, standard or otherwise. I can change the name and description, but not the category. The only workaround I can think of is to go into the report designer to edit ...
Guest almost 5 years ago in General 0

Request Checks button is disabled until you save.

In Needles 4, if you were editing an existing Value tab entry and tried to Request the Check before saving, you would be asked to save before going to the Request Checks screen. In Needles 5, the Request Checks button is disabled until you save.
Guest almost 5 years ago in General 0

There is no feedback from clicking on a dead hyperlink.

On the Documents tab, Needles 4 would tell you when you clicked on an item in the list if it was not found. Needles 5 does not tell you unless are you drilled down into the item and not in the list. There is no feedback from clicking on a dead hyp...
Guest almost 5 years ago in General 0

Unsaved Changes prompt should populate child items.

If you get the Unsaved Changes warning box when marking a checklist item done and click Yes on that box, your checklist item will be marked done, but the child items that feed off from that parent item will not appear. You have to save a change to...
Guest almost 5 years ago in Checklist 0