Ideas & Enhancements

4 Vote

Adding a Checklist Item to a Case Checklist Goes to the Bottom of the Checklist

No description provided

Created 10 Apr 21:22

1
4 Vote

Calendar Event Bubble Display Includes Event

on calendar, please put the note or part of the note as visible when you hover over the calendar item so we can quickly see what a meeting is about without the need to open each calendar item.

Created 10 Apr 16:59

0
4 Vote

Create a Message For Case directly from the Search Engine

Create a Message For Case directly from the Search Engine (Similar to the Add Note button on the Search Ribbon.)

Created 10 Apr 16:53

0
4 Vote

Make Type of Feedback required on Needles 5 Feedback form

1. Make "Type of Feedback" required - states that he often forgets to make a selection 2. Give the ability to attach images/screenshots - since he cannot attach these it requires additional emails to get them to us.

Created 10 Apr 16:49

0
4 Vote

Multiple tabs in the same case visible on the desktop at the same time

No description provided

Created 10 Apr 16:45

1
1 Vote

Gender Selection in Party Tab

Can we just eliminate this altogether? In this day and age, it's probably best to address client letters without a prefix at all. "Dear John Smith" or "Dear Mary Smith" is really all you need. If the prefix isn't selected in the name details on th...

Created 29 Jun 17:37

0
1 Vote

Bring back prior Party tab layout

For some reason someone decided it was a good plan to change the layout of the party tab in last nights update. WHY?? It was perfect before. Please change it back!

Created 29 Jun 12:04

0
2 Vote

Add an address field to the QB integrator

The QB Needles integrator should include the providers address. phone numbers and emails are nice but some firms rely on the address to differentiate between office locations.

Created 31 Jan 23:04

0
2 Vote

Link handling for emailing notes from the notes tab

User would like to be able to open an email when click action>email note and send> open in outlook in the desktop version

Created 26 Jan 22:57

0
2 Vote

Allow tagging and send in one action

When tagging outgoing emails, one should have the option of tagging and sending in one fell swoop instead of having to go hit "send" separately (like Needles "Post and Send"). This is inefficient.

Created 26 Jan 15:38

0