Ideas & Enhancements
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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

Allow default checkbox for online accounts

I know that the default online account is the top account of that type but this not intuitive for the user. It would be much easier if the drop down menu was available the same way it is in the address box
Guest almost 5 years ago in General 1

Be Able to Change the Header Color

Users would like to be able to manually change the color of the header bar liek in 4.8
Guest almost 5 years ago in Checklist 0

Add Ability to Sort by Client Name in Messages

Users like to sort by client name in messages. This was something they could do in 4.
Guest almost 5 years ago in Messages 0

Documentation on Report Writing

Some guide for end-user writing user defined reports for Needles 5.
Guest about 5 years ago in General 1

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.
Guest about 5 years ago in General 1

Party Tools Ribbon - Cases for Party should be an option on the Party Tools Ribbon

Currently, you can only find Cases for Party on the Case ribbon. It is not intuitive to look on the Case ribbon when you are on the Party tab.
Guest about 5 years ago in  0

Adding a Checklist Item to a Case Checklist Goes to the Bottom of the Checklist

No description provided
Guest about 5 years ago in  1

Calendar Event Bubble Display Includes Event

on calendar, please put the note or part of the note as visible when you hover over the calendar item so we can quickly see what a meeting is about without the need to open each calendar item.
Guest about 5 years ago in  0

Create a Message For Case directly from the Search Engine

Create a Message For Case directly from the Search Engine (Similar to the Add Note button on the Search Ribbon.)
Guest about 5 years ago in  0