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Double click date range to input todays date

In Needles 4x you could double click on a date and it would auto populate todays date. In 5x you have to either type out the date or select the calendar and then select the date. I think this should be implemented again as it will save time
Guest almost 5 years ago in General 1 Shipped

Change font color from gray to black for better visibility

Right now it is a faint gray, and we are finding it very difficult to read. We would like to adjust it to be black.
Guest over 3 years ago in General 0 Shipped

SaaS - Ability to toggle through notes

Add ability to toggle through notes with a front/back arrow as in 4x and 5x
Guest over 3 years ago in General 0 Shipped

Provider contact info should appear on Value Tab Entries

When following up with providers, it would be helpful to have the contact info and all the payment / account data on the same page rather than having to flip back and forth.
Guest almost 3 years ago in General 1 Shipped

All drop down fields should be typable/autofill

In the value tab, if someone makes a payment, you can type in the paid by field and it autofills the information. Such as if I type in "cl", Client will autopopulate. same with the paid to field. The type field will not allow this, it defaults to ...
Guest almost 5 years ago in General 1 Shipped

Provider phone number should be easily found on the 1st screen without having to drill down into the provider card

No description provided
Guest almost 2 years ago in  0 Shipped

Add Party Phone & Email to Columns in Advanced Search

Add the ability to pull party phone and email into columns in Advanced Search
Guest about 3 years ago in General 1 Shipped

NEOS - Name at top left of case

Name at top left of case when opened to stay as the primary on the case's name rather than changing. This just causes confusion as to who's case you are in at any given time.
Guest over 3 years ago in General 0 Shipped

Cloud: Add a different color for 'done' checklist items

when you mark checklist item things as done - they turn a very light green - it is very hard to look at the list & see the green completed checkmarks because they are so light & very similar to the light gray incomplete checkmarks. Can you...
Guest almost 4 years ago in Checklist 1 Shipped

Prevent add DTF from being turned off when using the QB integrator

When using the QB integrator, it would be helpful if the add DTF option could not be turned off (so staff can't accidentally toggle it to the off position).
Guest almost 3 years ago in Accounting Integrations / Integrations 0 Shipped