Ideas & Enhancements

1 Vote

A Tag List option that can be used to pick and choose what is to be pulled prior to Document generation.

Created 25 Sep 14:23

0

2 Vote

Notes show from new to oldest. I prefer the old way of seeing notes. I click on it f or correct the ascending and descending format but it reverts back.

No description provided

Created 26 Jul 21:58

0

3 Vote

Ability for new note entry to have the option to open in a new window (so historic case data or notes can still be visible)

No description provided

Created 25 May 20:33

0

3 Vote

A report that shows Conflict of Interest with Providers, exp: finding Providers that were a defendant in a case that they have a Plaintiff for

No description provided

Created 21 May 15:53

0

2 Vote

Assign a Task to a Staff Member which creates a Checklist item with Follow Up

Assigning tasks to staff members is a daily occurrence. It would be great to be able to give a task to a staff member and have a way to confirm that the task was completed. Maybe the ability to assign a task by sending a message to a staff member,...

ARCHIVE CASE (THERE IS NO BUTTON TO DO THIS)

Archive Cae (There is no button to do this)

Created 20 Sep 05:16

0

4 Vote

Cloud - Add a url for search

Adding a URL to the search will give the ability for 3rd party applications such as RingCentral to run searches of the caller ID into our system. As an example, this is what is use for Salesforce: https://my.salesforce.com/search/SearchResults?sea...

Created 06 Mar 19:40

Integrations / Search

0

Ideas & Enhancements

Filter by status

Filter by category

A Tag List option that can be used to pick and choose what is to be pulled prior to Document generation.

Notes show from new to oldest. I prefer the old way of seeing notes. I click on it f or correct the ascending and descending format but it reverts back.

Ability for new note entry to have the option to open in a new window (so historic case data or notes can still be visible)

Ability to mark document templates as a favorite

Neos - Save how we have our Notes Sorted

Cloud - Add Feature to notify Needles Admin

A report that shows Conflict of Interest with Providers, exp: finding Providers that were a defendant in a case that they have a Plaintiff for

Assign a Task to a Staff Member which creates a Checklist item with Follow Up

ARCHIVE CASE (THERE IS NO BUTTON TO DO THIS)

Cloud - Add a url for search

Filter by status

Filter by category

Identify yourself with your email address

A Tag List option that can be used to pick and choose what is to be pulled prior to Document generation.

Notes show from new to oldest. I prefer the old way of seeing notes. I click on it f or correct the ascending and descending format but it reverts back.

Ability for new note entry to have the option to open in a new window (so historic case data or notes can still be visible)

Ability to mark document templates as a favorite

Neos - Save how we have our Notes Sorted

Cloud - Add Feature to notify Needles Admin

A report that shows Conflict of Interest with Providers, exp: finding Providers that were a defendant in a case that they have a Plaintiff for

Assign a Task to a Staff Member which creates a Checklist item with Follow Up

ARCHIVE CASE (THERE IS NO BUTTON TO DO THIS)

Cloud - Add a url for search