Ideas & Enhancements

2 Vote

Folder Naming

Before Needles 5, our firm always included in the names of our client folders the date of incident. This way, we don’t need to have Needles open to identify, say, which file of the client’s three accidents we represent them for is a lienholder we’...

Created 26 Aug 16:25

General

0
2 Vote

Quantify record counts in left column of display

There are a number of elements in the various Needles left column displays that may contain multiple records (Notes, Insurance, Records/Requests, etc.). It would be nice to see the count of records to the right of the entry like: Insurance (0)Note...

Created 19 Aug 15:42

General

1
2 Vote

Rember Window Size and Position

When Needles is started, I would like to see the primary window open to either: The size and position when closed A user defined size and position

Created 19 Aug 13:16

General

0
2 Vote

Pull phone numbers from caller ID and load the case profile

When clients call in, Needles should automatically pull up their account based on an associated telephone number

Created 14 Aug 13:27

General

1
2 Vote

Have RTF Automatically turned on in Notes

Firm would like for RTF to be automatically turned on in Notes if they have turned it on in the db preferences

Created 06 Aug 16:38

General

0
2 Vote

Allow Checklist items assignments to more than one staff member

Firm would like the ability to assign checklist items to more than one individual staff at a time

Created 30 Jul 15:58

General

0
2 Vote

Ability to make User Entered Holidays Reoccurring

At the moment if a user wants to enter a holiday into their user calendar it is stuck to a specific date in a specific year. The entire point of a holiday is that they are annual and at this moment the holiday function in Needles does not provide ...

Created 24 Jul 17:46

General

0
2 Vote

Add Ability to edit Body of Outlook Appointments and have it Sync to Needles Calendar Appointment Notes

Firm would like to be able to modify the body of the Outlook calendar appointments and have that sync back to Needles Calendar

Created 23 Jul 18:12

General

1
2 Vote

When a case is reassigned, an automatic email should be sent to the staff members

When a case is reassigned to a different staff member, an automatic email should be sent to all parties included in that case

Created 19 Jul 20:22

General

0
2 Vote

Mini Directory Sort

When I type a partial string into a list box and then click the drop down, the highlighted result is at the bottom and one still needs to scroll to see additional matches. If the highlighted item is at the top then additional matches would appear ...

Created 11 Jul 14:21

General

0