Ideas & Enhancements

2 Vote

Improve the "Re/Client" Filter in the messages tab

Currently the filter will only search for the first for exact results/ or in the exact order of the name. If you have in "Re/Client" column Charlie Brown and you enter the search filter Brown it will show not results but if you put Charlie it will...

Created 30 Mar 20:14

0
2 Vote

Expand/Adjust the Template name column when generating a template

It would be useful if we could expand the Template name column when generating a templates. There are templates that have similar names and the main way to tell them apart is by expanding the template name column

Created 30 Mar 13:58

0
2 Vote

Deleted checks from QB integrator do not show through activity feed

This would be useful to have this feature, as it will show which staff had deleted the check for the case as well as the date/time.

Created 28 Mar 13:35

0
4 Vote

Party Tools Ribbon - Cases for Party should be an option on the Party Tools Ribbon

Currently, you can only find Cases for Party on the Case ribbon. It is not intuitive to look on the Case ribbon when you are on the Party tab.

Created 10 Apr 22:44

0
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

Outlook Add-In - Ability to see a list of cases a provider is attached to in addition to the cases where they are a party

search window when posting an email to Needles include the cases the provider is a party in, plus a section that lists the cases where the provider is used

Created 10 Apr 17:01

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