There would be libraries that might not contain an necessary entry. It would be a nice feature to add the ability for a user to make a request to the Needles Admin to add that entry. For instance, I am creating a Bankruptcy case and notice that my...
Currently the only supported account type for activation is regular user Office 365 accounts. It would be immensely useful for Shared calendars and SharePoint calendars.
Adding a URL to the search will give the ability for 3rd party applications such as RingCentral to run searches of the caller ID into our system. As an example, this is what is use for Salesforce: https://my.salesforce.com/search/SearchResults?sea...
Bulk Value Transactions- Update the To and From in bulk
When adding a payment for multiple transactions (say attorney fees and costs) you have to update each FROM and TO for each item. This can get tedious if you have 20 costs on a case. It should be like in documents where you can click which ones and...
When tagging an email, we should be able to make a time entry at the same time. As it is now, I have to tage the email and then go back in and make an entry for the email I just sent or received. If the case has time tracking turned on, there shou...
Allow Client Names to Pop-up in the Calendar for scheduled events like client mtg.
Currently cannot see client names for each appointment time. Have to click into the calendar item to see who the clt is unless you include client name in the Subj line.
Improve the "Re/Client" Filter in the messages tab
Currently the filter will only search for the first for exact results/ or in the exact order of the name. If you have in "Re/Client" column Charlie Brown and you enter the search filter Brown it will show not results but if you put Charlie it will...
Expand/Adjust the Template name column when generating a template
It would be useful if we could expand the Template name column when generating a templates. There are templates that have similar names and the main way to tell them apart is by expanding the template name column
I think it would be beneficial to search messages utilizing keywords. It would be nice to be able to find all the messages I received alerting me to "invoices" or "liens" - things I can search and handle in bulk.
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