Ideas & Enhancements

3 Vote

Make Police Report # a Searchable Field

There are many times where the police will follow up on an incident with only the Accident Report #. It would be nice if this field was searchable.

Created 12 Feb 17:54

General

0
3 Vote

Update the support website to explain how to delete/merge duplicate providers

You should update the website support to explain how to delete/merge duplicate providers. The online instructions are for 4.0

Created 02 Dec 17:54

General

0
3 Vote

Calendar View needs to change

When we have multiple appointments scheduled for the same time, we are not able to see the name of the appointment. The time 9:00am-10:00am shouldn't be listed (it seems redundant). If it was not there, then we would be able to see more of the app...

Created 01 Nov 12:41

General

0
3 Vote

Calendar saves in notes

It would be nice if the calendar entry would save a copy into the notes tab. That way any information entered into the calendar item would be saved and can be referenced in the notes tab

Created 16 Oct 21:25

General

0 Unlikely to implement
3 Vote

Merge Document Title Name Length

The 40-character limit for document titles is a little prohibative. Taking into consideration the maximum file path limit in windows of 260-characters, an extension of this limit to 100 or 150-characters should be no issue.

Created 03 Oct 18:13

General

0
3 Vote

Reports should also pull the providers card when clicking on the provider's name

Reports - Records Outstanding by Provider- I have run this report for all providers (no parameters) and the results return a large number of providers as expected. If I click on a provider I would expect it to open the providers card, but it just ...

Created 01 Oct 16:01

General

0
3 Vote

Viewing multiple calendars should load as tabs so that you can quickly remove the calendar

Viewing multiple calendars should load as tabs so that you can quickly remove the calendar. Similar to how Outlook has calendars, you can view 4 or 5 calendars at once and then click the "X" button to close that calendar. This would be much easier...

Created 17 Sep 13:25

General

0
3 Vote

Document Generation File Path

The firm moves closed cases into new folders and would like the document generation to auto-path to the default folder for the case and not the firm default folder naming. The problem inherent is that even when they change the default folder for t...

Created 28 Aug 18:09

General

0
3 Vote

Allow Needles 5 to Auto-Save

Customer would like Needles 5 to have Auto Save capabilities

Created 29 Jul 14:31

General

0
3 Vote

Text responses automatically post to cases in Needles

Customer would like text responses from clients to automatically post back to Needles

Created 29 Jul 14:29

General

0