Ideas & Enhancements
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Make the Party Search Field in Reports a Drop Down if Case Number is Selected

If the Case number is already cross referenced in a report, turn the Party search field into a Drop Down of parties in that case
Guest over 4 years ago in General / Search 0

Make firm fax number field available in merge parameters

In Document Setup, Merge Parameters, selecting Firm as the object, the fax number is not in the field list. Please make this available as an option.
Guest over 4 years ago in  0

Entering in transactions takes a ridiculously long time

Under the "Value" tab, the "Transaction Summary" is ridiculously long. Why do I have to click on transaction details, then click on a row, then enter the date, then say who paid it (even though provider was already entered), etc., etc. This should...
Guest over 4 years ago in General 0

Entering Name Phone Numbers and Email Address

Your Update is inefficient for intake purposes. I should not have to click my way through multiple steps to enter a simple phone number, and after I enter a "mobile" phone number, I should not have to click my way through whether or not there is a...
Guest over 4 years ago in General 0

Location field in calendar needs more space to add a full address

Location field doesnt have enough space to add a full address.
Guest over 4 years ago in  0

Voice Recognition

Voice Command integration is desired and would set needles apart from the pack. " Needles show me the Thompson case Medicals"Voice dictation of notes. Etc.
Guest over 4 years ago in General 0

Status Tab

Moreover, Status Tab information should be management controlled and automated so insure consistency and reliability. Having the data entry decentralized is risky and unreliable.
Guest over 4 years ago in General 0

Add a feedback button on the Needles today screen

Please bring back feedback button on "My Checklist" in Needles Today
Guest over 4 years ago in General 0

Create Provider Via Copy - Include more fields for copy

This feature should offer the user the ability to select for copy from all the available fields. This would speed up creation of related providers (Branckes, Billing, Records) and improve data consistency.
Guest over 4 years ago in General 0

Add Ability to add Contact VCard from outlook to Outgoing texts

Customer would like Needles 5 to integrate with Outlook to allow the VCards to be attached to outgoing texts from needles
Guest over 4 years ago in General 0