Ideas & Enhancements
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Needles 5.0

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Party Tools Ribbon - Cases for Party should be an option on the Party Tools Ribbon

Currently, you can only find Cases for Party on the Case ribbon. It is not intuitive to look on the Case ribbon when you are on the Party tab.
Guest about 5 years ago in  0

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...
Guest about 5 years ago in  1

Adding a Checklist Item to a Case Checklist Goes to the Bottom of the Checklist

No description provided
Guest about 5 years ago in  1

Add Ability to Modify the Status of a Calendar Item Without Opening It

Have the ability to Right-Click and change the status of a calendar appointment without having to open up the appointment
Guest about 5 years ago in  0

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
Guest about 5 years ago in  0

Calendar Event Bubble Display Includes Event

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.
Guest about 5 years ago in  0

Merge Parameter is needed for Party ID Code Description

Merge docs can show only the PARTY ID NUMBERS #1-6, But it can't display what it IS (usually race or handicapped status).
Guest about 5 years ago in  0

Create a Message For Case directly from the Search Engine

Create a Message For Case directly from the Search Engine (Similar to the Add Note button on the Search Ribbon.)
Guest about 5 years ago in  0

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.
Guest about 5 years ago in  0

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.
Guest about 5 years ago in  1