QuickBooks export should be off of the value item not the transaction
In Needles 4 and 5, when someone requests a check they are requesting it off of the case expense item. They do not need to enter in the paid by or paid to and they do not need to generate the Due to Firm (DTF) from that item. Once the check has be...
Most of our firms reports we use daily are user defined reports and only run correctly when exported in PDF legacy format. It would be way more efficient if we could subscribe to the report and have the option to do the PDF legacy format instead o...
Allow Needles Outlook add-in to tag meeting responses like other emails.
Meeting responses are not taggable like other emails. It would be very helpful to be able to document when parties agree to have meetings for legal reasons.
Address info should be further up on the party screen. It used to be so consolidated and now you have to scroll for it because it was spread out so much.
Layout Manager: Allow Items to be Placed Horizontally, as well as Vertically
#99495: Currently, users can move items vertically in the layout manager. The user requests to have the ability to move items horizontally, and place them beside each other.
Being able to check select all or de-select all when exporting check to QB
The user wants to be able to check the box to select all the checks in his/her listings rather than one by one. The user wanted it to automatically select all when he/she refreshes the screen. The firm could be printing 7-10 checks per day or even...
Guest
over 3 years ago
in General
0
Already exists
Need a visual signal for when a case is a member of a companion group without having to click on the companion tab - a checkmark or similar next to the tab in the menu, for example, if data exists in the tab.
When searching for a party, the only information shown for each case are case #, open date, case type, status and primary staff. To further identify which case is what it would be helpful to add the party role for the case as well.
Guest
almost 4 years ago
in Search
0
Already exists