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Outlook Post and Send enter case number in outlook dropdown

The Needles 4 add-in allowed you to enter a case number to send and post a message to within the Outlook message window. The Needles 5 add-in requires you to enter the case number after the fact.
Guest almost 5 years ago in General 0

Outlook Post and Send forced to either click the drop-down arrow by the Note Topic or press Up and Down to change note topic

When you Post and Send a message from a case, you can type in the Note Topic and it will auto-complete as you type. When you Post and Send a message from Outlook, you are forced to either click the drop-down arrow by the Note Topic or press Up and...
Guest almost 5 years ago in General 0

Change Report Category

I am unable to find a way to change the category of any report in the Report Library, standard or otherwise. I can change the name and description, but not the category. The only workaround I can think of is to go into the report designer to edit ...
Guest almost 5 years ago in General 0

Request Checks button is disabled until you save.

In Needles 4, if you were editing an existing Value tab entry and tried to Request the Check before saving, you would be asked to save before going to the Request Checks screen. In Needles 5, the Request Checks button is disabled until you save.
Guest almost 5 years ago in General 0

There is no feedback from clicking on a dead hyperlink.

On the Documents tab, Needles 4 would tell you when you clicked on an item in the list if it was not found. Needles 5 does not tell you unless are you drilled down into the item and not in the list. There is no feedback from clicking on a dead hyp...
Guest almost 5 years ago in General 0

Unsaved Changes prompt should populate child items.

If you get the Unsaved Changes warning box when marking a checklist item done and click Yes on that box, your checklist item will be marked done, but the child items that feed off from that parent item will not appear. You have to save a change to...
Guest almost 5 years ago in Checklist 0

Status Column does not have the same text color by default

By default, the Status column of the checklist (Open, Done, N/A, etc.) does not have the same text color as the rest of the checklist item, making it difficult to see the status when the item is colored with a dark color (such as the red we use fo...
Guest almost 5 years ago in Checklist 0

Edit the Date first in a case and you can't save.

On occasion, if the first thing you do on a case’s tab is edit a Date field by pressing the Up or Down keys, you will not be given the opportunity to save the change, or any other changes to that tab or that entry, until you close the window for t...
Guest almost 5 years ago in General 0

Be able to select the numbers on the general information when searching

When you search for a party name, the general information window in the bottom left has a list of phone numbers. Can we be able to select the phone numbers to be displayed there so you do not have to keep pressing the drop down arrow. This will sa...
Guest almost 5 years ago in General / Search 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