Ideas & Enhancements

2 Vote

Value Screen - Make the Due Field Editable

Make the 'Due' field editable for quick data entry

Created 24 May 17:55

General

0
2 Vote

Needles Calendar should have pre-determined date range filters

Date ranges such as: Today, Yesterday, This Week, This Month, This Year, Last Week, etc. would significantly reduce the amount of clicking, while make reporting less prone to date calculation errors.

Created 22 May 16:20

General

0
2 Vote

Entering in a phone number without clicking out

If you’re entering a provider’s email address in the Online Accounts screen, you can click OK once the email is detected to be in a valid format as you’re typing it in the Account field. If you’re entering a provider’s phone number in the Phone De...

Created 21 May 18:54

General

0
2 Vote

Select default email address through Needles mobile app

When clicking on a parties email address through the Needles app, the app will automatically use the default email address on the phone. This can make it difficult when someone is using their personal phone for business reasons as well. When the u...

Created 17 May 20:24

General

0
2 Vote

Quick Access Tool bar Pinning

Since we are able to move the Quick Access Toolbar down below the ribbon, it should be able to be saved below the ribbon. Currently every time you start a new session of Needles the quick toolbar resets to the top of the screen

Created 16 May 18:12

General

0
2 Vote

Add Medicare Number as a Standard Field on the Party Tab

User would like to add Medicare Number as a standard field on the Party Tab

Created 15 May 14:04

General

0
2 Vote

Dashboard filters

Would like the ability to filter the dashboard tiles by excluding case types.

Created 14 May 22:16

General

0 Already exists
2 Vote

Would like the client name in the case header, not just the case folder tab.

When you are in a particular Case and happen to look at another party, the case header should stay the same for the case, not change to the party name. Current structure creates confusion.

Created 10 May 12:36

General

0 Already exists
2 Vote

"Forced" fields for intakes

Having the ability to make intake UDF's forced or required in order for the intake to be saved. This was we can ensure intake is capturing at lease the required data minimums.

Created 07 May 15:01

General

0
2 Vote

Increase the character limit of the "Special Note"/ Red Flag

We use this to store key info that the attorney can use at the click of a button over all phases of a case, on some cases we cap out before the case is completed. would be nice to have more space for more info at your fingertips.

Created 07 May 14:59

General

1 Unlikely to implement