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Ideas & Enhancements

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Cloud - Add secondary staff to quick view pane when searching for party

When searching for a party currently, can view primary staff only. Wants to be able to view other staff assigned as well. Can user be able to edit what can be seen.
Guest almost 4 years ago in Search 0

Clients With Multiple Cases

When you search for a client who has multiple cases, I would like to also see, in addition to the information currently provided: 1. All parties' full names in the respective cases 2. Summary (case tab) 3. Role 4. Name of Case Manager 5. Or...
Guest almost 4 years ago in General / Search 0

Cloud - view role of party for each case in quick pane

When searching for a party, we have the ability to view the case #, case open date, case type, status, primary staff and date of incident, but cannot see the role party of the party in the case. It would be nice to see the role again as it is in p...
Guest almost 4 years ago in Search 0

Add Statute of Limitations column to Browse Intake view.

While I am viewing Intakes, it would be helpful to see the Statute of Limitation date. That way I could put clients with a close Statute of Limitations as high priority on which to work.
Guest over 1 year ago in  0

Track staff productivity by adding a keystroke counter

This is useful for a manager/owner to track what their staff are doing when they are working remotely.
Guest almost 4 years ago in Auditing 0

Messge Tab - Add a Scroll Bar to Message Notes

Messge Tab - Add a Scroll Bar to Message Notes
Guest almost 4 years ago in Messages 0

Cloud - Change Folder Naming Preferences

It would be nice to have some control over how the folders are named when they are created in Sharepoint like we had in Needles 4 and 5.
Guest almost 4 years ago in General 0

Ability to "Stay" a case and suspend or pause the Checklist

We have a large batch of cases that are currently stayed pending the resolution of a collateral issue, but checklist items are still appearing in the Needles Today tab, which can become a bit overwhelming. Right now, as far as I know, the only way...
Guest almost 4 years ago in Checklist 1

Emailing Documents - Attachment Type Order

Rearrange the order of the attachment types available (and label them) for selection when emailing out a document. Currently the order is - PDF - Link - As Copy. Would make the most sense to rearrange them based on preference of usage: -PDF - As C...
Guest over 2 years ago in  0

Ability to add total from columns to last row in list/table.

As a user I wish to generate totals for columns in a table/list so that I can automatically generate totals in my merge templates without the need for Word Mail Merge codes.
Guest over 2 years ago in  0