Ideas & Enhancements

2 Vote

Have ability to default to different search in Post & Send

Firm would like to be able to have a different default for their Post & Send search options

Created 22 Nov 16:43

General

0
2 Vote

Re-organize case calendar layout and be able to save the layout

The user want to be able to organize the layout in the case calendar.

Created 19 Nov 19:05

General

1
2 Vote

Add Ability to Mass Merge/Delete Providers

Firm would like the ability to mass merge/delete providers

Created 11 Nov 23:01

General

1
2 Vote

Add a Subtotal Button on the Time Tab

Currently, they can only run a report to get a subtotal of time on a case. They would like a Subtotals button similar to the one on the Value tab.

Created 04 Nov 21:32

General

0
1 Vote

Needles 5: Change or Remove the "Original Message was taken by [blank] on [date]" segment on any message threads.

As they currently stand "Original message was taken by" segments may reference the beginning of a thread or a message in the middle of one as well as appearing before the "posted by [blank] at [date]" which only adds more uncertainty in when any ...

Created 05 May 14:02

0
2 Vote

Add Ability to See When RTF Used in Notes Grid

Users would like ability to see that RTF was used when in the list view of the Notes tab

Created 28 Oct 20:32

General

0
2 Vote

Phone number type should be an editable mini directory

If I want to add in a Phone type of Emergency, I have to add it manually to each case. It would be good to have the phone type be a mini directory so that I can add 'Emergency' into the list.

Created 28 Oct 15:18

General

0
1 Vote

Changing Search Design

When searching for Providers, such as Insurance Companies, the search will also pull the information in the address field. If that provider has the Insurance Company's name in the address field this will result in the adjuster appearing before the...

Created 03 May 17:25

0
1 Vote

Removing the required address in the Provider Address fields

Addresses are not always obtained at the time of creating the provider. Removing the required field would allow to enter providers and entering information later on as needed.

Created 03 May 17:22

0
1 Vote

Can we enable "Rich Text" on the Status Tab in Needles

Can we enable "Rich Text" on the Status Tab in Needles

Created 02 May 13:37

0