Ideas & Enhancements

1 Vote

Change Report Category

I am unable to find a way to change the category of any report in the Report Library, standard or otherwise. I can change the name and description, but not the category. The only workaround I can think of is to go into the report designer to edit ...

Created 08 Jul 14:38

General

0
1 Vote

Request Checks button is disabled until you save.

In Needles 4, if you were editing an existing Value tab entry and tried to Request the Check before saving, you would be asked to save before going to the Request Checks screen. In Needles 5, the Request Checks button is disabled until you save.

Created 08 Jul 14:37

General

0
1 Vote

There is no feedback from clicking on a dead hyperlink.

On the Documents tab, Needles 4 would tell you when you clicked on an item in the list if it was not found. Needles 5 does not tell you unless are you drilled down into the item and not in the list. There is no feedback from clicking on a dead hyp...

Created 08 Jul 14:32

General

0
1 Vote

Unsaved Changes prompt should populate child items.

If you get the Unsaved Changes warning box when marking a checklist item done and click Yes on that box, your checklist item will be marked done, but the child items that feed off from that parent item will not appear. You have to save a change to...

Created 08 Jul 14:29

Checklist

0
1 Vote

Status Column does not have the same text color by default

By default, the Status column of the checklist (Open, Done, N/A, etc.) does not have the same text color as the rest of the checklist item, making it difficult to see the status when the item is colored with a dark color (such as the red we use fo...

Created 08 Jul 14:28

Checklist

0
1 Vote

Edit the Date first in a case and you can't save.

On occasion, if the first thing you do on a case’s tab is edit a Date field by pressing the Up or Down keys, you will not be given the opportunity to save the change, or any other changes to that tab or that entry, until you close the window for t...

Created 08 Jul 14:25

General

0
1 Vote

Be able to select the numbers on the general information when searching

When you search for a party name, the general information window in the bottom left has a list of phone numbers. Can we be able to select the phone numbers to be displayed there so you do not have to keep pressing the drop down arrow. This will sa...

Created 02 Jul 20:21

General / Search

0
1 Vote

Copy the Payment and Adjustment Fields from Value Tab

User would like to be able to right-click and copy the adjustment and payment fields on the Value tab

Created 28 Jun 13:23

General

0
1 Vote

Document uploaded in case tab to be link to other tab such as litigation tab

Ticket Number: 40287 Spoke with Sarah she was wondering the document she uploads in the case tab should be also shown i the litigation tab if they are related. So once the document is uploaded in case tab and she filled out the form in litigation ...

Created 27 Jun 16:37

1
1 Vote

Needles Report Parameters

Report Parameters can not be "Reset" after running a report - I open the standard "Records Outstanding by Provider" report. I enter a value for the "Provider Name", click search and then select a provider from the table. At this point the "Reset" ...

Created 19 Jun 14:55

General

0