Skip to Main Content
Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2699 of 2699

Value Tab - Ability to type into Payment field

User would like to go back to being able to type in the Payment field on the Value tab
Guest almost 5 years ago in General 0

Increase character limit of description/Change error thrown

Current character limit is at 255 for the case checklist description. If you hit the limit and try to continue saving, a data conflict error will be thrown. This can be confusing as it is not specific, the error should say that the character limit...
Guest almost 5 years ago in Checklist 0

Make QAT Bigger and Ribbons Smaller

Fetterman & Associates - make the QAT bigger and Ribbons smaller
Guest almost 5 years ago in General 1

Record/Requests tab would create a record request document when filled in

When you enter a provider in the Record/Request tab, Needles should automatically create a doument with the information just filled in.
Guest almost 5 years ago in General 0

Have Negotiations List Automatically Expanded

Would like to have the Negotiations list automatically expanded so you can see all of the negotiations listed
Guest almost 5 years ago in General 0

Add Ability to Assign More than One Note Topic

Would like the ability to assign more than 1 note topic to notes
Guest almost 5 years ago in General 1

Add ability to hyperlink Docs from the Case Docs tab in messages

Add the ability to hyperlink documents from the Case Docs tab into messages for less clicking
Guest almost 5 years ago in Messages 1

Focus should return to Messages tab after viewing an email.

Focus should return to Messages tab after viewing an email. Viewing and deleting a message sets focus to the last tab that was opened, not the Messages tab. This causes the user to have to make extra clicks to get back to the message list to cont...
Guest almost 5 years ago in Messages 0

Needles Today appointments should show individuals calendar items

Needles today appointments shouls show an individuals calendar items but they should still be allowed to have the calendar view default to a group. If you change the staff settings for calendar to the group, then the appointments on Needles Today ...
Guest almost 5 years ago in General 0

Change case tabs after merge document is created

Once you create a document from a case, you cannot select other tabs within Needles. For example, if I am currently on the Party tab in a case and I select documents, go through the parameters of the document. Once the document loads, you cannot g...
Guest almost 5 years ago in General 0