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Needles Post and Sent

Posting Of Emails entries should be as easy as texting with no discretion by the user. Automated Automatically.
Guest over 4 years ago in General 1

Search Screen Add Staff 2 under Cases

Add Staff 2 to the Sreach screen as a Search By criteria, as a column about Cases and as a Column Chooser.
Guest over 4 years ago in General / Search 0

Option to create settlement memos as a merge document (add SM merge parameters)

Several N5 clients do not like the SMs as reports. it would be nice to give them an option
Guest over 4 years ago in General 0

Sync needles contacts with outlook contacts in 5.0

When I am outside the office, I do not have access to contacts unless they have been manually added to outlook. A sync as was available in 4.0 would be very helpful to attorneys who are not in the office very often.
Guest over 4 years ago in Integrations 0

Automatic texting sent for calendar appointments

Needles should have the ability to send automatic text messages to clients to remind them of appointments. This should include date, time and location of the appointment
Guest over 4 years ago in General 1

Sort by Address in Search Results

When you get returned search results you are very minited in what you can sort by. It would be nice if you sould sort by things like address or zip as well.
Guest over 4 years ago in General / Search 1

AKA names in search results should be formatted in a bold red font to make them stand out

In Needles 4, AKA names in search results were formatted in a bold red font that made them stand out. In Needles 5, they have the same font as the rest of the general information, making it take longer to determine if you have the correct name.
Guest almost 5 years ago in General / Search 0

Alert that there are Open appointments when a case is closed

Function which would alert you if a case is closed and there are calendar items with a status of Open with a feature to Close those appointments Submitted on behalf of Ransin Injury Law
Guest almost 5 years ago in General 0

Phone Number Field - Cursor should automatically be placed at beginning of fiel

When you click into the phone number field, the cursor should automatically be placed there
Guest almost 5 years ago in General 0

Case header allow for custom colors

Firms should have the ability to customize case headers based on their preference. ie. Blue is open, Green is settlement, Purple is LIT, etc.
Guest almost 5 years ago in General 1