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Outlook Sync - Disable the Outlook prompt stating that another program is trying to access your address book

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Guest over 3 years ago in Integration 0

Would like to be able to save layout on Calendar tab inside matter file.

Other grids within the Needles program allow you to save the modified layout. It would be benficial to be able to save the layout in Case Calendar.
Guest over 3 years ago in General 0

Global setting to determine Sorting order of the List on the Case Documents tab and other tabs for all users unless changed per staff

Wants to be able to make items sort by one of the columns for all users and all case types at once. Otherwise they have to set this separately for each user for each type and each applicable tab.
Guest over 3 years ago in General 1

Create a hyperlink to the summary list

Where appropriate, like Notes and Record/Requests, add hyperlinks to these items that will return the user to the summary list. While I know the notepad in the upper left corner of the window will do this, after decades of use I still go to the se...
Guest over 3 years ago in General 0

Cursor should start in the Task field of the time entry window when using Needles Time Tracking

Users are inclined to start typing when the time entry window opens. Currently you have to press the tab key several times or use the moust to click in the Task field to choose a selection.
Guest over 3 years ago in General 0

Add Open Case Docs to Ribbon

I open the clients "Case Docs" extremely frequently, but it's usually via explorer as I need to leave what ever tab I am currently working on (mostly records requests to see the actual docs) to perform the task in Needles. It would be nice to have...
Guest over 3 years ago in General 2

Administrative setting for all Needles messages to be posted to Needles case/provider rather than discretionary.

Administrative setting for all Needles messages to be posted to Needles case/provider rather than discretionary.
Guest over 3 years ago in General 0

Cases should be identified as closed in the Export Checks screen as they are in Needles 4.

Accounting should be able to see at a glance when a check has been requested on a closed case. In most instances, there should not be a check requested on a closed case and they need to be able to know if they are.
Guest over 3 years ago in General 0

Document Setup - When merging Address, Document Setup need to prompt for an address selection during the merge process

The firm wants to use one of those “other” mailing addresses for the document merge.If a firm has the ability to add an address, they will want the ability to use it for documents merge and reports.
Guest over 3 years ago in  0

File menu date calculator is Anchored to the window and can't see dates in cases

The Date calculator from the FILE menu in Needles 4 popped up in a separate window overtop the case so you can still see and use the date fields. In Needles 5 that opens as a separate window and you can't see the case date fields underneath at the...
Guest over 3 years ago in  1