Search Criteria - Display clients with open cases only check box.I search by name a lot. We have about 150 clients with the last name jean*, 277 open cases and and over 7000 closed cases.
Std search offers no filters (Unable to get a filter windo...
Similar to the current 5.0 permissions to Others' Calendars, Intakes and Messages. We should have limitations to Others' Checklists to prevent people from being able to modify, delete, etc. checklist items assigned to others, but still allow them ...
Document Setup - When merging Address, Document Setup need to prompt for an address selection during the merge process
The firm wants to use one of those “other” mailing addresses for the document merge.If a firm has the ability to add an address, they will want the ability to use it for documents merge and reports.
Case Tab Class Code field should be automatically resized to accommodate the length of the selected Class Code
Creating a new Class Code that is longer than 3 digits is a new function in Needles 5.0. The field needs to be resized to accommodate this length of the Class Code. Example - Class Code is Taylor Management and Description is Taylor Management
File menu date calculator is Anchored to the window and can't see dates in cases
The Date calculator from the FILE menu in Needles 4 popped up in a separate window overtop the case so you can still see and use the date fields. In Needles 5 that opens as a separate window and you can't see the case date fields underneath at the...
Outlook Add-In - Ability to see a list of cases a provider is attached to in addition to the cases where they are a party
search window when posting an email to Needles include the cases the provider is a party in, plus a section that lists the cases where the provider is used
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