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Focus should return to Messages tab after viewing an email.

Focus should return to Messages tab after viewing an email. Viewing and deleting a message sets focus to the last tab that was opened, not the Messages tab. This causes the user to have to make extra clicks to get back to the message list to cont...
Guest about 3 years ago in Messages 0

Notes tab > Case status default to checked

In the mini directory, you can add a default note topic to save in case status. When adding in a new note with that topic, the case status box is not checked. The note, once saved, will post to the case status but it is not intuitive that it shoul...
Guest about 3 years ago in General 0

Copy to Companion cases should allow all cases updated

When posting a note through the outlook add-in there is an option to Post to Companion Cases and then to a select all on the group. But if the note is already posted to Needles the “Copy to Companion Cases” button only lets you copy to one compani...
Guest about 3 years ago in  0

Reminder for Appointment

User wants to be able to get a reminder a month in advance and the reminders for events within Needles only goes out to 2 weeks.
Guest about 3 years ago in General 0

Change case tabs after merge document is created

Once you create a document from a case, you cannot select other tabs within Needles. For example, if I am currently on the Party tab in a case and I select documents, go through the parameters of the document. Once the document loads, you cannot g...
Guest about 3 years ago in General 0

Can we add names to the initial drop down when making a calendar event?

Names are included with (I think?) every other initial picklist. It just helps when on boarding new employees who don't have 200+ initials memorized yet.
Guest about 3 years ago in General 0

Phone number left most position

Telephone field insertion point - It's not always feasible to "tab in to" a telephone filed. Frequently, when I take a message I will go from the From field to the Phone field. It would be helpful if when clicking into the Phone field the cursor w...
Guest about 3 years ago in General 0

Needles Calendar should have pre-determined date range filters

Date ranges such as: Today, Yesterday, This Week, This Month, This Year, Last Week, etc. would significantly reduce the amount of clicking, while make reporting less prone to date calculation errors.
Guest about 3 years ago in General 0

Credit/Debit autocomplete

In the Transaction Details, the Paid By and Paid To fields will autocomplete when you type the first letter. The Credit/Debit and Transaction Type (Payment/Adjustment) fields will not.
Guest about 3 years ago in General 0

Reduce Minimum Required Column Width in Tabular Displays

While the ability to set custom displays for tables is very nice I would like to be able to shrink some columns down smaller than the columns title width (or other system minimum). I use the Entry ID value, but its minimum size is about 10-12 chrs...
Guest about 3 years ago in General 0