Ideas & Enhancements
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Needles 5.0

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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

Outlook Post and Send Note Date set as when Email was received/sent, not when posted.

Outlook Post and Send Note Date set as when Email was received/sent, not when the note was posted.
Guest almost 5 years ago in Integrations 1

Alert that there are Open appointments when a case is closed

Function which would alert you if a case is closed and there are calendar items with a status of Open with a feature to Close those appointments Submitted on behalf of Ransin Injury Law
Guest almost 5 years ago in General 0

Phone Number Field - Cursor should automatically be placed at beginning of fiel

When you click into the phone number field, the cursor should automatically be placed there
Guest almost 5 years ago in General 0

Add Ability to Assign More than One Note Topic

Would like the ability to assign more than 1 note topic to notes
Guest almost 5 years ago in General 1

Add Ability to Customize Background of Needles

Would like the ability to customize the background color of Needles so it is not white
Guest almost 5 years ago in General 3

Add Ability to Have Custom Folders in Messages

Would the like ability to have custom folders in messages to organize their messages
Guest almost 5 years ago in Messages 0

Needles Report Parameters

Report Parameters can not be "Reset" after running a report - I open the standard "Records Outstanding by Provider" report. I enter a value for the "Provider Name", click search and then select a provider from the table. At this point the "Reset" ...
Guest almost 5 years ago in General 0