Ideas & Enhancements
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Custom Grid Columns

When you run a search and get the results Michael would like to be able to put custom columns into that grid. Specifically in this case he wants the client names to appear.
Guest almost 5 years ago in General / Search 0

Search - Default Highlight the Newest Case

When searching for cases, have the most recent open case as the default higlighted case
Guest almost 5 years ago in General / Search 0

Value Tab - Ability to type into Payment field

User would like to go back to being able to type in the Payment field on the Value tab
Guest almost 5 years ago in General 0

Copy the Payment and Adjustment Fields from Value Tab

User would like to be able to right-click and copy the adjustment and payment fields on the Value tab
Guest almost 5 years ago in General 0

Document uploaded in case tab to be link to other tab such as litigation tab

Ticket Number: 40287 Spoke with Sarah she was wondering the document she uploads in the case tab should be also shown i the litigation tab if they are related. So once the document is uploaded in case tab and she filled out the form in litigation...
Guest almost 5 years ago in  1

Increase character limit of description/Change error thrown

Current character limit is at 255 for the case checklist description. If you hit the limit and try to continue saving, a data conflict error will be thrown. This can be confusing as it is not specific, the error should say that the character limit...
Guest almost 5 years ago in Checklist 0

Make QAT Bigger and Ribbons Smaller

Fetterman & Associates - make the QAT bigger and Ribbons smaller
Guest almost 5 years ago in General 1

Record/Requests tab would create a record request document when filled in

When you enter a provider in the Record/Request tab, Needles should automatically create a doument with the information just filled in.
Guest almost 5 years ago in General 0

Ability to add multiple staff to one checklist item

Have the ability to add multiple staff to checklist items. Things such as SOL be added to all assigned staffs checklist
Guest almost 5 years ago in Checklist 0

Have Negotiations List Automatically Expanded

Would like to have the Negotiations list automatically expanded so you can see all of the negotiations listed
Guest almost 5 years ago in General 0