Ideas & Enhancements

2 Vote

Add a third default address type

While it is great that the address field is so expandable now, many of the less savy people with the program won't know to type in the dropdown box to add a new address type. Couold we get "Other" added back in as a default address type like it wa...

Created 08 Jul 18:31

General

1
2 Vote

Custom Grid Columns

When you run a search and get the results Michael would like to be able to put custom columns into that grid. Specifically in this case he wants the client names to appear.

Created 02 Jul 18:01

General / Search

0
2 Vote

Value Tab - Ability to type into Payment field

User would like to go back to being able to type in the Payment field on the Value tab

Created 28 Jun 13:24

General

0
2 Vote

Make QAT Bigger and Ribbons Smaller

Fetterman & Associates - make the QAT bigger and Ribbons smaller

Created 26 Jun 20:26

General

1
2 Vote

Record/Requests tab would create a record request document when filled in

When you enter a provider in the Record/Request tab, Needles should automatically create a doument with the information just filled in.

Created 26 Jun 16:31

General

0
2 Vote

Have Negotiations List Automatically Expanded

Would like to have the Negotiations list automatically expanded so you can see all of the negotiations listed

Created 24 Jun 17:04

General

0
2 Vote

Add Ability to Assign More than One Note Topic

Would like the ability to assign more than 1 note topic to notes

Created 19 Jun 15:44

General

1
2 Vote

Needles Today appointments should show individuals calendar items

Needles today appointments shouls show an individuals calendar items but they should still be allowed to have the calendar view default to a group. If you change the staff settings for calendar to the group, then the appointments on Needles Today ...

Created 06 Jun 15:28

General

0
2 Vote

Change case tabs after merge document is created

Once you create a document from a case, you cannot select other tabs within Needles. For example, if I am currently on the Party tab in a case and I select documents, go through the parameters of the document. Once the document loads, you cannot g...

Created 29 May 20:06

General

0
2 Vote

Phone number left most position

Telephone field insertion point - It's not always feasible to "tab in to" a telephone filed. Frequently, when I take a message I will go from the From field to the Phone field. It would be helpful if when clicking into the Phone field the cursor w...

Created 28 May 19:56

General

0