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Is there any way for Needles to save my place in the chronology of Needles Notes instead of kicking me back to the first note in the stack when l exit the last note I am in?

This seems like software engineering 101 to me. The way the product works now makes it incredibly difficult to review the status of a litigation in Notes, which is too bad since that is actually the purpose of having Notes
Guest over 1 year ago in  0

Don't like side note

I like the old note entry better. Side note is a pain.
Guest over 1 year ago in  1

Please unscramble the provider name when you click copy name and address as it is pasting the name backwards

It would be efficient for this to be corrected as I use this feature for doing my job. This use to work correctly now since update it has not worked.
Guest over 1 year ago in  3

Invoice

Display description or invoice or an option to display as well as Firm's Logo
Guest over 1 year ago in  1

Adding CNM & PA to suffixes and provider type

Certified nurse midwives are often defendants in medical malpractice cases involving birth injuries. Physician's assistants are often defendants in medical malpractice cases. CNM and PA should both be added to suffix and provider type options with...
Guest over 1 year ago in  0

Need Client Email Column in Reports

GOAL: I want a report that shows my prospect's email addresses. PROBLEM: The Intake First Party Export report indicates it will: "Displays the default address and email addresses for intakes within the selected criteria for export to csv file....
Guest over 1 year ago in  0

Organize the documents in each folder by date received

It will help see the new documents received right away and show order in which they were received from all entities. This will help CA's, Attorneys, Assistants, Secretaries, Medical Records, and Liens. Thank you!
Guest over 1 year ago in  0

As in the Correspondence document type, need columns for To/From/CC/BC in Email document type

This would help show who email is sent to/received from without opening email itself and/or having to modify title of document with details about the email (i.e. who it was sent to, who it's from, etc.)
Guest over 1 year ago in  0

PDF editor; Fields not able to auto fill from other fields.

In adobe if you have two fields that need to pull the same information you are able to name the fields the same thing and when you type into the first field it will pull into the second field automatically. For example if I name Field 1 "Test" and...
Guest over 1 year ago in  0

Companion Option for Intakes

Ability to link companions at intake phase as well would allow us to see all involved parties regardless if we retained them or not.
Guest over 1 year ago in  0