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Value Screen - Make the Due Field Editable

Make the 'Due' field editable for quick data entry
Guest almost 5 years ago in General 0

Needles Calendar should have pre-determined date range filters

Date ranges such as: Today, Yesterday, This Week, This Month, This Year, Last Week, etc. would significantly reduce the amount of clicking, while make reporting less prone to date calculation errors.
Guest almost 5 years ago in General 0

Entering in a phone number without clicking out

If you’re entering a provider’s email address in the Online Accounts screen, you can click OK once the email is detected to be in a valid format as you’re typing it in the Account field. If you’re entering a provider’s phone number in the Phone De...
Guest almost 5 years ago in General 0

Select default email address through Needles mobile app

When clicking on a parties email address through the Needles app, the app will automatically use the default email address on the phone. This can make it difficult when someone is using their personal phone for business reasons as well. When the u...
Guest almost 5 years ago in General 0

Electronic signatures for documents

No description provided
Guest almost 5 years ago in  0

Web based Intake for Needles

No description provided
Guest almost 5 years ago in  0

Quick Access Tool bar Pinning

Since we are able to move the Quick Access Toolbar down below the ribbon, it should be able to be saved below the ribbon. Currently every time you start a new session of Needles the quick toolbar resets to the top of the screen
Guest almost 5 years ago in General 0

Add Medicare Number as a Standard Field on the Party Tab

User would like to add Medicare Number as a standard field on the Party Tab
Guest almost 5 years ago in General 0

We would like the ability to change the default subject of text messages.

We would like the option to change the default text for the subject line of text messages.
Guest almost 5 years ago in Messages 0

Multi-select checklist items

Be able to use the Ctrl or Shift shortcuts to multiselect checklist items. We have instances where we have to change a case type but want to keep the current checklist. This usually leads to some checklist items being duplicated and requires us to...
Guest almost 5 years ago in Checklist 0