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...
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.
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...
a notification for when a case is assigned to you, just like how it now happens for when an intake is assigned to you
Its useful seeing the blue notification by the upper right hand alarm bell for a new intake. Our firm would find this even more useful if this could occur when a "case" is assigned to someone, and not just an "intake"