Ideas & Enhancements
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Ability to notify people or groups when a checklist item is completed

Needles should have the ability to notify specific staff or groups when a checklist item is completed. This would make it easier to for staff to monitor and track the progression of cases
Guest over 4 years ago in Checklist 0

Quantify record counts in left column of display

There are a number of elements in the various Needles left column displays that may contain multiple records (Notes, Insurance, Records/Requests, etc.). It would be nice to see the count of records to the right of the entry like: Insurance (0)Not...
Guest over 4 years ago in General 1

Rember Window Size and Position

When Needles is started, I would like to see the primary window open to either: The size and position when closed A user defined size and position
Guest over 4 years ago in General 0

Ability to make some notes private

Wants to be able to make some notes private for sensitive information
Guest almost 5 years ago in General 0

Postpone checklist items

Should have the ability to delay a checklist item from loading onto the checklist. For example if I wanted a checklist item to populate 30 days after the COD.
Guest almost 5 years ago in Checklist 0

Pull phone numbers from caller ID and load the case profile

When clients call in, Needles should automatically pull up their account based on an associated telephone number
Guest almost 5 years ago in General 1

Automatic texting sent for calendar appointments

Needles should have the ability to send automatic text messages to clients to remind them of appointments. This should include date, time and location of the appointment
Guest almost 5 years ago in General 1

Sort by Address in Search Results

When you get returned search results you are very minited in what you can sort by. It would be nice if you sould sort by things like address or zip as well.
Guest almost 5 years ago in General / Search 1

Checklist dates to be displayed on Needles Calendar

The firm wanted the checklist items/dates to be displayed on the needles calendar.
Guest almost 5 years ago in Checklist 0

Create a dashboard where you can select data to pull

Want to be able to create new dashboards that will pull the information the firm is looking for. Similar to how a report can pull information from Needles, we should be able to create a dashboard that allows which information we want to see
Guest almost 5 years ago in General 1