Ideas & Enhancements
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Search - Default Highlight the Newest Case

When searching for cases, have the most recent open case as the default higlighted case
Guest almost 5 years ago in General / Search 0

Add Ability to Have Custom Folders in Messages

Would the like ability to have custom folders in messages to organize their messages
Guest almost 5 years ago in Messages 0

Would like to be able to create dashboards for multiple staff positions, not just Primary Staff

Would like to be able to create dashboards for multiple staff positions, not just Primary Staff. We would like to see a dashboard report for Staff 2.
Guest almost 5 years ago in General 0

Would like Firm Fax Number as a merge parameter.

Fax number is now a field in File > Firm Preferences > Firm Address; however, it is not an option in the merge parameters. Please add this option.
Guest almost 5 years ago in General 0

Make the date Calculator calculate by Court Days

IT WOULD BE AWESOME IF THE DATE CALCULATOR AVAILABLE THROUGH NEEDLES WAS ABLE TO CALCULATE COURT DAYS IN ADDITION TO CALENDAR DAYS. IN CA OUR MOTIONS ARE CALCULATED BY COURT DAYS. AND TO MAKE THAT EVEN BETTER, IF WE COULD HAVE THE OPTION TO DISTIN...
Guest about 5 years ago in General 1

Drop Down on Search box showing last Searches

Drop Down on Search box showing last Searches - I frequently need to search for the same term a few times in a short period (ie working on something, a call comes in and I need to search for the call, then go back to what I was doing). It would be...
Guest about 5 years ago in General / Search 2

Checklist Permissions

Similar to the current 5.0 permissions to Others' Calendars, Intakes and Messages. We should have limitations to Others' Checklists to prevent people from being able to modify, delete, etc. checklist items assigned to others, but still allow them ...
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

Note Side Panel - Add SAVE button

Currently, when you click in a note in the side panel, if you type anything, your changes are saved automatically, whether you wanted to save them or not. Also, the Activity Feed does not accurately reflect changes made to notes in this manner. Pl...
Guest 7 days ago in  1

Ability to move/rearrange case tabs when several are open.

It would be extremely helpful to be able to move tabs around when several cases are open. Just as when you are on an internet browser and are able to rearrange tabs at the top of the page, being able to rearrange client case tabs would be very hel...
Guest 20 days ago in  0