Ideas & Enhancements

1 Vote

Create Provider Via Copy - Include more fields for copy

This feature should offer the user the ability to select for copy from all the available fields. This would speed up creation of related providers (Branckes, Billing, Records) and improve data consistency.

Created 05 Sep 17:13

General

0
1 Vote

Add Ability to add Contact VCard from outlook to Outgoing texts

Customer would like Needles 5 to integrate with Outlook to allow the VCards to be attached to outgoing texts from needles

Created 03 Sep 15:47

General

0
1 Vote

Ability to have a second value screen

Should have the ability to have a second value screen to test with. This would provide the ability to test and see which items we can put on the actual value screen

Created 29 Aug 15:02

General

0
1 Vote

Add Auxillary Checklist

There really should be an option to disable the Staff Roles and Case Date References Warning [pop up boxes] when you add an auxiliary checklist. It insults the intelligence of the people who know what they’re doing when you force it on the user EV...

Created 26 Aug 16:29

Checklist

0
1 Vote

Case Checklist and Auxillary Checklist

You used to be able to see which Auxiliary Checklists were attached to a case in Needles 5, which was useful to have at a glance. Some update has hidden the non-litigation checklists.

Created 26 Aug 16:27

Checklist

0
1 Vote

Ability to make some notes private

Wants to be able to make some notes private for sensitive information

Created 16 Aug 18:35

General

0
1 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

Needles Today Checklist Should have a Staff 1 Column Option

Firm would like to have Staff 1 as an column chooser option on their Needles Today checklist

Created 30 Jul 16:02

Checklist

0
1 Vote

Buttons to scroll through mutliple staff calendars should be larger

The buttons in the lower right hand side of the calendar that are used to scroll through multiple staff's calendars are too small and should be moved to the top. (see screenshot)

Created 19 Jul 15:43

General

0
1 Vote

Add ability to have QAT in center of screen

Users would like the ability to have the QAT in the center of the screen for easier access

Created 19 Jul 15:38

General

0