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Create a Favorites list of often used reports

There are a large amount of reports and I only use a few. It would be nice to have some type of way to mark "my" reports as favorites. A button group on the ribbon would be most expedient, but even something in the Reports menu that would allow me...
Guest almost 5 years ago in General 0

opening the Notes tab for the first time after opening the case, it should default to the list, not the last note.

After the case is open, it can return to the last note.
Guest almost 5 years ago in General 0

Create a hyperlink to the summary list

Where appropriate, like Notes and Record/Requests, add hyperlinks to these items that will return the user to the summary list. While I know the notepad in the upper left corner of the window will do this, after decades of use I still go to the se...
Guest almost 5 years ago in General 0

Cursor should start in the Task field of the time entry window when using Needles Time Tracking

Users are inclined to start typing when the time entry window opens. Currently you have to press the tab key several times or use the moust to click in the Task field to choose a selection.
Guest almost 5 years ago in General 0

Add Open Case Docs to Ribbon

I open the clients "Case Docs" extremely frequently, but it's usually via explorer as I need to leave what ever tab I am currently working on (mostly records requests to see the actual docs) to perform the task in Needles. It would be nice to have...
Guest almost 5 years ago in General 2

Graphic Dashboard For each case within the case.

Graphic Dashboard For each case within the case.
Guest almost 5 years ago in General 0

Document Setup - When merging Address, Document Setup need to prompt for an address selection during the merge process

The firm wants to use one of those “other” mailing addresses for the document merge.If a firm has the ability to add an address, they will want the ability to use it for documents merge and reports.
Guest about 5 years ago in  0

File menu date calculator is Anchored to the window and can't see dates in cases

The Date calculator from the FILE menu in Needles 4 popped up in a separate window overtop the case so you can still see and use the date fields. In Needles 5 that opens as a separate window and you can't see the case date fields underneath at the...
Guest about 5 years ago in  1

Merge Parameter is needed for Party ID Code Description

Merge docs can show only the PARTY ID NUMBERS #1-6, But it can't display what it IS (usually race or handicapped status).
Guest about 5 years ago in  0

Mini-Directory Default Values

It has been requested that the option for default values be added to mini-directories. The specific context is so that clients can have intakes auto generate an intake-specific class code on creation.
Guest over 2 years ago in  0