Ideas & Enhancements

3 Vote

Staff Directory permissions should not control staff dropdowns

We believe enabling the permission should control access to the staff directory itself, not dropdowns that list the staff codes.

Created 22 Dec 20:36

General

1
3 Vote

You should be able to launch templates (e.g. records request) directly from request tab once you set up the request.

It would be much more efficient to set up the request and then immediately launch the appropriate document template from that request.

Created 21 Dec 16:51

General

0
4 Vote

Option to create settlement memos as a merge document (add SM merge parameters)

Several N5 clients do not like the SMs as reports. it would be nice to give them an option

Created 03 Sep 15:35

General

0
4 Vote

Sort by Address in Search Results

When you get returned search results you are very minited in what you can sort by. It would be nice if you sould sort by things like address or zip as well.

Created 12 Aug 20:56

General / Search

1
4 Vote

Search Grid should have 'Role' Column Chooser Option

Firm would like 'Role' (party or Provider) as an option in the search grid

Created 30 Jul 16:03

General / Search

0
4 Vote

AKA names in search results should be formatted in a bold red font to make them stand out

In Needles 4, AKA names in search results were formatted in a bold red font that made them stand out. In Needles 5, they have the same font as the rest of the general information, making it take longer to determine if you have the correct name.

Created 08 Jul 14:16

General / Search

0
4 Vote

Alert that there are Open appointments when a case is closed

Function which would alert you if a case is closed and there are calendar items with a status of Open with a feature to Close those appointments Submitted on behalf of Ransin Injury Law

Created 19 Jun 20:47

General

0
4 Vote

Phone Number Field - Cursor should automatically be placed at beginning of fiel

When you click into the phone number field, the cursor should automatically be placed there

Created 19 Jun 15:57

General

0
4 Vote

Case header allow for custom colors

Firms should have the ability to customize case headers based on their preference. ie. Blue is open, Green is settlement, Purple is LIT, etc.

Created 14 Jun 18:43

General

1
3 Vote

Uploading Documents from Sharepoint onto other sites eliminating need to save to desktop

in order to upload a document to the courts website we currently need to save the document to desktop and then upload from there. there should be a way to upload the document directly by browsing the computer such as a link with OneDrive of some s...

Created 19 Oct 20:37

General

1