Ideas & Enhancements

2 Vote

Quantify record counts in left column of display

There are a number of elements in the various Needles left column displays that may contain multiple records (Notes, Insurance, Records/Requests, etc.). It would be nice to see the count of records to the right of the entry like: Insurance (0)Note...

Created 19 Aug 15:42

General

1
2 Vote

Rember Window Size and Position

When Needles is started, I would like to see the primary window open to either: The size and position when closed A user defined size and position

Created 19 Aug 13:16

General

0
2 Vote

Postpone checklist items

Should have the ability to delay a checklist item from loading onto the checklist. For example if I wanted a checklist item to populate 30 days after the COD.

Created 16 Aug 15:56

Checklist

0
1 Vote

Adding a Qualified Status To New Cases For Reporting

Creating a fresh Case does not give it a Qualified Status. Giving Cases that are made from the "Add Case Option" a Qualified Status would allow specific reports to run more accurately and with more detail Currently, the only way for a case to have...

Created 17 May 13:14

0
2 Vote

Pull phone numbers from caller ID and load the case profile

When clients call in, Needles should automatically pull up their account based on an associated telephone number

Created 14 Aug 13:27

General

1
2 Vote

Have RTF Automatically turned on in Notes

Firm would like for RTF to be automatically turned on in Notes if they have turned it on in the db preferences

Created 06 Aug 16:38

General

0
2 Vote

Allow Checklist items assignments to more than one staff member

Firm would like the ability to assign checklist items to more than one individual staff at a time

Created 30 Jul 15:58

General

1
2 Vote

Have "Recent Posted Cases" Option in Add-in

Customer would like to be able to choose from recent cases they have posted to when using the Outlook Add-in

Created 29 Jul 14:29

0
2 Vote

Ability to make User Entered Holidays Reoccurring

At the moment if a user wants to enter a holiday into their user calendar it is stuck to a specific date in a specific year. The entire point of a holiday is that they are annual and at this moment the holiday function in Needles does not provide ...

Created 24 Jul 17:46

General

0
2 Vote

Add Ability to edit Body of Outlook Appointments and have it Sync to Needles Calendar Appointment Notes

Firm would like to be able to modify the body of the Outlook calendar appointments and have that sync back to Needles Calendar

Created 23 Jul 18:12

General

1