In the PDF template, there is currently no way to pull data for more than one party (i.e. Plaintiff & Defendant). Would like to see this feature added.
I would like the Template Name to be separate from the file naming convention. For example: We have our Record Request document saved as Record Request but the format we name it as is: yy.mm.dd - Provider - RBF Request by Aff but when our users se...
I do not like making companion cases. Instead, I prefer to add all parties involved in a case to the same case. It's never much of a problem except in the record requests tab, there is no actual way to show only all requests for a specific party. ...
Add ability to write a note/comment next to the phone number on the Party/Provider tab if additional information is required (note: this would be instead of using the EXT field)
Just like you can copy documents between cases, we should be able to copy documents to another provider. Like if we get the CV of a doctor who has 5 locations, we should be able to put it in one and copy to all of the others.
Printing all value tab entries again instead of 50 items at a time
We used to be able to be in a value tab, go to actions and hit print and the entire list would print. Now it only prints 50 items. For cases that are years old, there are way more than 50 items. Why would that be taken away? It just creates more w...
Automation feature present when creating or modifying a checklist item.
When creating or modifying a checklist item it would be nice to have the a Automation feature available for editing instead of having to go to a case and select the checklist item and then add the Automation features.
When scheduling, a conflict box should come up if there is a conflict present
In Needles 4, you would get a warning box if there was a conflict and you could choose to ignore it or deal with it. However, this version does not do that.
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