Skip to Main Content
Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2643 of 2643

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 almost 5 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 almost 5 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 almost 5 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

Change default search type to "contains" vs. "begins with" (in grids)

"Contains" allows the user to do more specific searches. Example: Looking for specific reports - most reports start with "Displays..." so searching by "Begins with..." is of no help at all.
Guest almost 5 years ago in General 0

add a quick access button for search to toolbar

so you dont have to press search tab then click on the blank to search.
Guest almost 5 years ago in General 0

Remove the conflict check on phone types, specifically for "Mobile"

You can't have two phone numbers underneath the same type in the party screen. The work around is to use the flexible naming and call them Mobile1, Mobile2, Cell, Cellular...etc. This has presented issues in reporting if a contact has multiple mob...
Guest almost 5 years ago in General 0

Search value is cleared when changing Search By

I will frequently search by phone or some other "Search By" criteria other than Name/AKA and forget that I am, for example, on phone. I will enter a value and then realize that I also need to change the Search By criteria. Changing the Search By c...
Guest almost 5 years ago in General / Search 1

iManage Integration

No description provided
Guest almost 5 years ago in  0 Planning to Implement

Outlook Add-In - Ability to see a list of cases a provider is attached to in addition to the cases where they are a party

search window when posting an email to Needles include the cases the provider is a party in, plus a section that lists the cases where the provider is used
Guest almost 5 years ago in  0