Ideas & Enhancements

1 Vote

ability to hide cancelled/rescheduled appointments off the calendar

Would like to be able to hide cancelled or rescheduled appointments off the calendar to clear up clutter

Created 06 Jan 20:20

1
1 Vote

Add additional character space to the City field

The City field does not allow for long town names to be added. The town name must be shortened in order to fit into the Needles database. It would be good to have a flexible scale similar to the "Case Fields" where you can change the character siz...

Created 18 Dec 14:53

General

1
1 Vote

Ability to Print Calendar Appointments With White Background

Firm would like the ability to print their calendar in true black and white - with the appointment blocks having a white background (no matter the status in Needles and the text black

Created 26 Nov 19:19

General

0
1 Vote

Ability to change the 'Opened' field on the case tab

In a Needles case, on the case tab just below the DOI. the field Opened is displayed. This is not an editable field where you can change the text for it, similar to DOI or alternate case.

Created 26 Nov 17:56

General

0
1 Vote

Add a "role" category to the "Cases For Party" under the Case Ribbon

Open a case, go to the case ribbon and click on "Cases For Party". It would be benefitical to see the role that party has in each of those cases. When you try to click on the "Show Column Chooser" it is greyed out.

Created 26 Nov 17:45

General

0
1 Vote

Ability to add a calculation field on any tab

Be able to add a calculation field onto the case tab so that it can calculate based on a parameter that is selected

Created 22 Nov 17:52

General

0
1 Vote

Add Ability to Change Text Messsage Note Topic

Firm would like the ability to change the Text Message Note Topic after the text has been sent for reporting purposes

Created 19 Nov 19:16

General

0
1 Vote

Make the Party Search Field in Reports a Drop Down if Case Number is Selected

If the Case number is already cross referenced in a report, turn the Party search field into a Drop Down of parties in that case

Created 18 Nov 21:13

General / Search

0
1 Vote

Make firm fax number field available in merge parameters

In Document Setup, Merge Parameters, selecting Firm as the object, the fax number is not in the field list. Please make this available as an option.

Created 14 Nov 16:21

0
1 Vote

Entering in transactions takes a ridiculously long time

Under the "Value" tab, the "Transaction Summary" is ridiculously long. Why do I have to click on transaction details, then click on a row, then enter the date, then say who paid it (even though provider was already entered), etc., etc. This should...

Created 13 Nov 19:42

General

0