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
on calendar, please put the note or part of the note as visible when you hover over the calendar item so we can quickly see what a meeting is about without the need to open each calendar item.
Make Type of Feedback required on Needles 5 Feedback form
1. Make "Type of Feedback" required - states that he often forgets to make a selection
2. Give the ability to attach images/screenshots - since he cannot attach these it requires additional emails to get them to us.
Too much clicking to select parties and providers on PDF merge
Too much clicking to select parties and providers on PDF merge
Client wants an option that doesn't require the extra click on OK after selecting parties and providers in PDF Merge forms.
Value Tab's Provider Info and Transaction Summary areas not ergonomic
Value Tab's Provider Info and Transaction Summary areas not intuitive in layout
Client suggests that the Provider name and Code are the most important fields and should be filled in first and clicking out of one should lead to the other, or maybe...
Choose Columns to display in Search Engine Results
The firm has requested the ability to add columns in the search window based on the fields from provider entry, such Specialty. This would make it easier to identify the correct provider, instead of having to highlight each one to see the specialt...
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