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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

Show Case Type Description (instead of Code) in Search Engine results

No description provided
Guest over 3 years ago in Search 0

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"
Guest 7 months ago in  0

Please Delete - Duplicated

Duplicated
Guest over 1 year ago in General 0

Delete Please

Please Delete this oneSubmitting to Triage
Guest almost 2 years ago in General 0