Allow firms to choose the subject line of their emails. When sending 1 document it takes on the case name and document number; when sending multiple, it only shows the number of documents.
Party/Case screens require a lot of scrolling for information
Every single screen you have to scroll miles to get to the information you want. In previous versions, you were able to see most everything you needed right when you opened the party or case screen. It would be nice to adjust the box sizes in the ...
Reschedule Calendar appointment populates option to assign new date
In previous Needles versions, whenever an appointment was rescheduled or postponed, a box would appear allowing the user to assign the new date instead of having to create a new calendar appointment.
I need to print the entire medical note file for cases very frequently. Right now, all I can do is export it to excel and modify the document to what I need. It would be so much easier to be able to bulk print the medical tab.
If I am creating a new calendar event from a previous event but just changing the date, I cannot copy it like I could in Needles 5 and change the date. I now have to create an entirely new Calendar event when all I need to do is change the date. I...
User would like the case info to show all provider associates in other tabs like counsel and insurance
When going in to outlook and using the neos outlook addin in case Info. User wants to see all the provider cases they are associated with like if they are in the insurance or counsel tab.
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