Skip to Main Content
Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2709 of 2709

Cloud - Set Default Search

Would like to be able to set what the search defaults to. All is the most useful and it would be nice if it defaulted to that.
Guest about 4 years ago in General / Search 0

Cloud - Customize Header

The ability to edit the information displayed on the header would be nice. Add/remove fields is the main feature that we are looking for.
Guest about 4 years ago in General 0

Cloud: add the function of bulk selecting checklist items & then delete

currently have to click one checklist at a time to mark it as done, then refresh the checklist to update which is time consuming. It would make it easier to select multiple items at one time and confirm changes.
Guest about 4 years ago in Checklist 3

Modify text in comment box (bold, italic, font size)

The user want to be able to modify the text in teh comment box such as bold, italic, font size and etc. They are able to do it in the notes but wanted to be able to do it in comment boxes in other location such as record and request.
Guest about 4 years ago in General 0

Calendar Time Zones

Calendaring across time zones is a fairly frequent business practice, and it seems the upgraded version of Needles should be able to accomodate this. Perhaps byt utilizing a drop down time zone feature to allow the user to select the timezone of t...
Guest about 4 years ago in General 0

Ability to close multiple checklist items

I think it would be a great addition if we could select multiple tasks on Needles today to mark done
Guest over 4 years ago in Checklist 0

Checklist dates to be displayed on Needles Calendar

The firm wanted the checklist items/dates to be displayed on the needles calendar.
Guest over 4 years ago in Checklist 0

Create a dashboard where you can select data to pull

Want to be able to create new dashboards that will pull the information the firm is looking for. Similar to how a report can pull information from Needles, we should be able to create a dashboard that allows which information we want to see
Guest almost 5 years ago in General 1

Color code Note topics

It would be useful if note classifications could have different colors--like the checklist has certain items color-highlighted. Treatment updates are blue. Filings are green. Phone calls are orange. Etc. That would make locating a particular type ...
Guest almost 5 years ago in General 0

Should Not Have to Arrow Over to Enter a Time on the Calendar

The users should not have to use the right arrow to input Hours, Minutes, Seconds on an appointment. They should eb able to start typing and type the entire time.
Guest almost 5 years ago in General 0