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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

Add Ability to Search By Anything on Case

Add ability to search by strings of numbers or other data on a case from the Search tab
Guest almost 5 years ago in General / Search 0

Add ability to hyperlink Docs from the Case Docs tab in messages

Add the ability to hyperlink documents from the Case Docs tab into messages for less clicking
Guest almost 5 years ago in Messages 1

Case header allow for custom colors

Firms should have the ability to customize case headers based on their preference. ie. Blue is open, Green is settlement, Purple is LIT, etc.
Guest almost 5 years ago in General 1