Ideas & Enhancements
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Have RTF Automatically turned on in Notes

Firm would like for RTF to be automatically turned on in Notes if they have turned it on in the db preferences
Guest almost 5 years ago in General 0

Search Grid should have 'Role' Column Chooser Option

Firm would like 'Role' (party or Provider) as an option in the search grid
Guest almost 5 years ago in General / Search 0

Needles Today Checklist Should have a Staff 1 Column Option

Firm would like to have Staff 1 as an column chooser option on their Needles Today checklist
Guest almost 5 years ago in Checklist 0

Allow Checklist items assignments to more than one staff member

Firm would like the ability to assign checklist items to more than one individual staff at a time
Guest almost 5 years ago in General 0

Allow Needles 5 to Auto-Save

Customer would like Needles 5 to have Auto Save capabilities
Guest almost 5 years ago in General 0

Have "Recent Posted Cases" Option in Add-in

Customer would like to be able to choose from recent cases they have posted to when using the Outlook Add-in
Guest almost 5 years ago in  0

Text responses automatically post to cases in Needles

Customer would like text responses from clients to automatically post back to Needles
Guest almost 5 years ago in General 0

Ability to make User Entered Holidays Reoccurring

At the moment if a user wants to enter a holiday into their user calendar it is stuck to a specific date in a specific year. The entire point of a holiday is that they are annual and at this moment the holiday function in Needles does not provide ...
Guest almost 5 years ago in General 0

Color code Note topics

It would be useful if note classifications could have different colors--like the checklist has certain items color-highlighted. Treatment updates are blue. Filings are green. Phone calls are orange. Etc. That would make locating a particular type ...
Guest almost 5 years ago in General 0

Link Insurance Tab Dates and Negotiation Tab Dates to the Checklist

Firm would like the ability to link their Insurance Tab Dates (like 'Actual') and Negation Tab dates to the checklist and have them trigger checklist items
Guest almost 5 years ago in Checklist 1