Ideas & Enhancements

1 Vote

change the name of docs while creating

when generating documents allow to change the name of the newly created document when filling in the template

Created 28 Feb 14:28

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1 Vote

text messages incoming

when saved are txt files instead of posting to notes tab

Created 28 Feb 14:25

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1 Vote

enter a doctor appointment and tie to records tab

Enter a doc appointment into case calendar and then check a box and it adds to records tab

Created 28 Feb 14:24

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1 Vote

move reports between catagories

Be able to rearrange reports and make single reports available to people not just a heading permission setting (more like Needles 5)

Created 28 Feb 14:21

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2 Vote

Calendar Status added in the mini directory should have settings for reminders

When a calendar status is created in the mini directory it would be useful to be able to set up whether or not you can receive reminders. Example: a vacated status was created and they wanted it to have no reminders like the Done status.

Created 04 Jun 21:19

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1 Vote

Mass Update User Defined Fields

Would like the abiity to mass update user defined fields in the case tab. Used to be able to mass update user defined fields in Needles 4.

Created 25 Feb 07:08

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1 Vote

Ability to Manage documents in bulk after Generation or Upload

Manage mulitiple documents in a case if they have been typed,categorized or tagged incorrectly or have not been,an quick way to organize case documents, especially usefull for ex Needles users

Created 24 Feb 21:18

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1 Vote

Add a warning / halt the ability to type when reaching the character limit within the Type field of the Party Tab.

As it is currently, despite the character limit of 20, the Type field within the party tab allows you to type more than 20 characters and will not warn you if you've reached the limit. When saving above the character limit, the data is lost. There...

Created 24 Feb 20:26

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2 Vote

Insurance Tab Preview Include Adjuster Email, Telephone Number & Claim Number

It would be great if the preview feature on the Insurance Tab would show the Adjuster's Email, Telephone Number & Claim Number. Currently is shows Insurance Type, Insurer, Adjuster, Party, Role, the insurance company name and telephone number ...

Created 27 May 20:52

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2 Vote

Aux Checklist - Ability to change Aux selected.

Since the Auxiliary checklist pulls in the header, need a quick way to change the Aux provided. We've had to change tiers on some lit cases and when the corrected tier checklist gets added, it shows both checklist names in the header. Need a way t...

Created 27 May 17:59

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