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Ideas & Enhancements

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Search Grid should have 'Role' Column Chooser Option

Firm would like 'Role' (party or Provider) as an option in the search grid
Guest over 4 years ago in General / Search 0

Allow Needles 5 to Auto-Save

Customer would like Needles 5 to have Auto Save capabilities
Guest over 4 years ago in General 0

Text responses automatically post to cases in Needles

Customer would like text responses from clients to automatically post back to Needles
Guest over 4 years ago in General 0

Link Insurance Tab Dates and Negotiation Tab Dates to the Checklist

Firm would like the ability to link their Insurance Tab Dates (like 'Actual') and Negation Tab dates to the checklist and have them trigger checklist items
Guest over 4 years ago in Checklist 1

Report LIbrary Should be Collapsed by Default

The report library is overwhelming to some users and should be collapsed by default
Guest over 4 years ago in General 1

Add Ability to Search By Anything on Case

Add ability to search by strings of numbers or other data on a case from the Search tab
Guest over 4 years ago in General / Search 0

Scroll bar is not user friendly

The new "hover to get scroll bar" feature causes more mouse use and pin-point control. It may look cool, but it isn't user friendly. Fast, efficient = a good program, not the graphics. Whenever you have to remove hand from the keyboard, grab the m...
Guest over 4 years ago in General 0

Notes can quick fill, similar to texting

NEEDLES MESSAGES REQUEST: We have an idea that could apply to the notes messages. I see the quick fill items that are available for texting. Can we make a quick fill feature for notes
Guest over 4 years ago in General 0

Able to type staff initials in when creating appointments

Firm would like to be able to type in the initials of the staff members when creating a multi-staff appointment instead of having to use the drop down and select each name individually
Guest over 4 years ago in General 0

Sending messages from case - From field shows the same information as the Re/Client field

User would like the 'From' field to display the same information that;s in the 're/client' field when sending a message from case
Guest almost 5 years ago in Messages 1