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Change Report Category

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 ...
Guest almost 5 years ago in General 0

Request Checks button is disabled until you save.

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.
Guest almost 5 years ago in General 0

There is no feedback from clicking on a dead hyperlink.

On the Documents tab, Needles 4 would tell you when you clicked on an item in the list if it was not found. Needles 5 does not tell you unless are you drilled down into the item and not in the list. There is no feedback from clicking on a dead hyp...
Guest almost 5 years ago in General 0

Opening a new note should default you into the topic field

If I remember correctly, in Needles 4, when you enter a new Note, you could start typing in the Note Topic field immediately. In Needles 5, you are forced to either click in the field or press the Down key and Tab multiple times. If I am rememberi...
Guest almost 5 years ago in General 0

Unsaved Changes prompt should populate child items.

If you get the Unsaved Changes warning box when marking a checklist item done and click Yes on that box, your checklist item will be marked done, but the child items that feed off from that parent item will not appear. You have to save a change to...
Guest almost 5 years ago in Checklist 0

Status Column does not have the same text color by default

By default, the Status column of the checklist (Open, Done, N/A, etc.) does not have the same text color as the rest of the checklist item, making it difficult to see the status when the item is colored with a dark color (such as the red we use fo...
Guest almost 5 years ago in Checklist 0

Checklist sorting when marking items done

In Needles 4, when you save the change(s) to the status of a checklist item, the checklist window stays with the top of the list. In Needles 5, the checklist window scrolls to the item that was changed. If I mark a parent item Done, I want to make...
Guest almost 5 years ago in Checklist 0

Edit the Date first in a case and you can't save.

On occasion, if the first thing you do on a case’s tab is edit a Date field by pressing the Up or Down keys, you will not be given the opportunity to save the change, or any other changes to that tab or that entry, until you close the window for t...
Guest almost 5 years ago in General 0

Double-Click Date field to Open Calendar

In Needles 4, you can double-click inside a Date field to open the calendar and today’s date is automatically filled in. In Needles 5, you have to click the Calendar icon to open the calendar and, even then, you have to click the day before the da...
Guest almost 5 years ago in General 0

AKA names in search results should be formatted in a bold red font to make them stand out

In Needles 4, AKA names in search results were formatted in a bold red font that made them stand out. In Needles 5, they have the same font as the rest of the general information, making it take longer to determine if you have the correct name.
Guest almost 5 years ago in General / Search 0