When I type a partial string into a list box and then click the drop down, the highlighted result is at the bottom and one still needs to scroll to see additional matches. If the highlighted item is at the top then additional matches would appear ...
While it is great that the address field is so expandable now, many of the less savy people with the program won't know to type in the dropdown box to add a new address type. Couold we get "Other" added back in as a default address type like it wa...
Add providers role to a user defined field so that it can be linked to a records tab
Name, address and phone numbers are able to be added to the records case field but not the providers role. Can this be added to the list so that it can be selected
There is a dedicated button to Export Checks or Deposits, but to Process them you have to click Save???
Check / Deposit Requests – There is a dedicated button to Export Checks or Deposits, but to Process them you have to click Save??? It took several attempts for me to successfully explain this to my supervisor. This is not intuitive.
Outlook Post and Send enter case number in outlook dropdown
The Needles 4 add-in allowed you to enter a case number to send and post a message to within the Outlook message window. The Needles 5 add-in requires you to enter the case number after the fact.
Outlook Post and Send forced to either click the drop-down arrow by the Note Topic or press Up and Down to change note topic
When you Post and Send a message from a case, you can type in the Note Topic and it will auto-complete as you type. When you Post and Send a message from Outlook, you are forced to either click the drop-down arrow by the Note Topic or press Up and...
I am unable to find a way to change the category of any report in the Report Library, standard or otherwise. I can change the name and description, but not the category. The only workaround I can think of is to go into the report designer to edit ...
In Needles 4, if you were editing an existing Value tab entry and tried to Request the Check before saving, you would be asked to save before going to the Request Checks screen. In Needles 5, the Request Checks button is disabled until you save.
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