Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2712 of 2712

Ability to have a second value screen

Should have the ability to have a second value screen to test with. This would provide the ability to test and see which items we can put on the actual value screen
Guest over 4 years ago in General 0

Document Generation File Path

The firm moves closed cases into new folders and would like the document generation to auto-path to the default folder for the case and not the firm default folder naming. The problem inherent is that even when they change the default folder for t...
Guest over 4 years ago in General 0

Needoutlook Addin Post to Case

Rachel thinks it would be great for an adjuster to automatically be associated with a case when posting an email, if their contact information is listed in the insurance tab. For example if we get an email from our client Jane Doe from her adjuste...
Guest over 4 years ago in Integrations 0

Value Tab

The Value Code field really should be first on the value entry screen from top to bottom, left to right, before the Provider information, especially when you have a code like DTF that can auto-fill the provider. When you set the Value Code of an ...
Guest over 4 years ago in General 0

Needles Today Checklist Summary

A wish list item for a new notification option: checklist items. It is often not efficient to be checking your checklist multiple times a day. A button that shows the number of checklist items due (that day or earlier) and a notification of new ch...
Guest over 4 years ago in Checklist 2

Add Auxillary Checklist

There really should be an option to disable the Staff Roles and Case Date References Warning [pop up boxes] when you add an auxiliary checklist. It insults the intelligence of the people who know what they’re doing when you force it on the user EV...
Guest over 4 years ago in Checklist 0

Case Checklist and Auxillary Checklist

You used to be able to see which Auxiliary Checklists were attached to a case in Needles 5, which was useful to have at a glance. Some update has hidden the non-litigation checklists.
Guest over 4 years ago in Checklist 0

Folder Naming

Before Needles 5, our firm always included in the names of our client folders the date of incident. This way, we don’t need to have Needles open to identify, say, which file of the client’s three accidents we represent them for is a lienholder we’...
Guest over 4 years ago in General 0

Needles Add-in Search for Providers will list open cases for providers

Pre-Populated List: I wish that when you were posting an email to an adjustor or opposing counsel that it would generate a list of all open cases that the provider is linked to in order to select from that. Or even a list of recently opened Needle...
Guest over 4 years ago in Integrations 0

Needles Addin - Post Date and Time of Email instead of Note

Email Posting Date / Time: I wish that when you posted an email to a Needles matter that it used the date and time stamp on the email as opposed to the date and time that the note was entered.
Guest over 4 years ago in General 0