Update the "Known Issues" page on Needles 5.0 support
It would be helpful to have the list of Known Issues updated as a time saver - I had several issues this week and almost all of them were known issues. However, it took some time with the tech support rep to go over the issue, look for fixes, then...
save filters applied to the Staff Profile screen after closing or refreshing page
Users need to be able to save their filters for showing active users only as a firm does not require seeing inactive staff profiles every time they open the staff profile screen.
A companion case should automatically be added as a Party to the other companion cases. Some documents can be created to include all companions but in order to create a doc in Case Documents, the individual must be added as a Party to the case. Se...
As it currently functions, the notes tab always defaults to Newest to Oldest. Even when we switch this to what we need it to be, changing away from the notes tab and back again resets everything to the default of Newest to Oldest. Add functionalit...
Currently, if you add a new UD field to a layout and after some time you want to make it inactive, there's only the ability to delete. However, deleting the field will also lose the information stored. Would be nice to just be able to mark it inac...
Option to Make Multi-Party Document Generation Output One Document
If it is possible, could there be an option to allow multi-party document generation result in a single file with all the generated documents. Needles 4 and 5 had that functionality before and it would help skip loading each individual file.
Is your question addressed in the online help? NO If receiving an error or having an issue, what is the exact error or describe the issue. I don't know if this qualifies as something that can be resolved, but if not please take it as a suggestion....
Ability to link claim information on Insurance tab to Value tab
Currently on User Defined tabs can be sent to the Value tab. This should also be extended to the Insurance tab as Claim Information fields are being used for Settlements.
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