Ideas & Enhancements
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Have the option for permission group permissions to override individual selected permissions.

User made the selection for there to be an option for permission group permissions to override indv selected permissions. Because it can be challenging to go back and click inherit on every staff profile permissions section.
Guest over 2 years ago in  1

AKA names in search results should be formatted in a bold red font to make them stand out

In Needles 4, AKA names in search results were formatted in a bold red font that made them stand out. In Needles 5, they have the same font as the rest of the general information, making it take longer to determine if you have the correct name.
Guest almost 5 years ago in General / Search 0

A bulk option to delete certain fields of data within cases as well as documents from cases.

There is an ethics rule being interpreted that client data should be removed after 7 years of a case being closed. With some firms having thousands of cases in their histories, this is a lot of work that a bulk option could sort out. Especially in...
Guest about 1 year ago in  0

Be able to set default value items for each case in VT

Would be nice to be able to set up cases so that an open case will automatically add an entry for Atty Fee, and Admin Fee when the case opens, and say "client disbursal" with client's name auto filled Or - an option to make it that if there is a c...
Guest over 3 years ago in General 1

Alert that there are Open appointments when a case is closed

Function which would alert you if a case is closed and there are calendar items with a status of Open with a feature to Close those appointments Submitted on behalf of Ransin Injury Law
Guest almost 5 years ago in General 0

Phone Number Field - Cursor should automatically be placed at beginning of fiel

When you click into the phone number field, the cursor should automatically be placed there
Guest almost 5 years ago in General 0

Case header allow for custom colors

Firms should have the ability to customize case headers based on their preference. ie. Blue is open, Green is settlement, Purple is LIT, etc.
Guest almost 5 years ago in General 1

Two factor Authentication 7 day do not ask

pop up to make a check request or not. You would not make a check request if you are adj for health ins payment.
Guest about 1 year ago in  0

Staff Permission to Add Multiple Cases to One CaseDocs Folder

It has been requested that multiple cases be able to be linked to one folder in sharepoint, enabled or disabled as a special permission in the user's staff profile.
Guest over 2 years ago in  1

Dashboard Grouping and Calculation: If I create a dashboard and group on a column, I am not given the option to add sum or total to a column.

When you view the query, the total is given on the right side of the report, but when you export the report the total is not included in the export.
Guest about 1 year ago in  0