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...
Needs the Header to print on LIST tabs as they did in Needles 4
Printing the Records tab or Witness tab or another LIST tab won't print the case header as they did in all previous versions of Needles. They want that back, or wants an option to print the header when they print such a list tab.
Checklist Summary report should default to the staff that is logged in
When running the checklist summary the user that is logged in should be the default selection when running the Checklist Summary report. Currently, I have to de-select the first staff code in the list and select myself. I would normally run this r...
Guest
about 5 years ago
in Checklist
1
Already exists
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.
I open the clients "Case Docs" extremely frequently, but it's usually via explorer as I need to leave what ever tab I am currently working on (mostly records requests to see the actual docs) to perform the task in Needles. It would be nice to have...
Drop Down on Search box showing last Searches - I frequently need to search for the same term a few times in a short period (ie working on something, a call comes in and I need to search for the call, then go back to what I was doing). It would be...
Search Criteria - Display clients with open cases only check box.I search by name a lot. We have about 150 clients with the last name jean*, 277 open cases and and over 7000 closed cases.
Std search offers no filters (Unable to get a filter windo...
1
Already exists
