Feature/Function Where was it in 4.x Where is it in 5.0
Recurring Entries Calendar>Recurring Entries Access from an appointment
Hide Toolbar Help>Hide Toolbar
Arrow expander next to Live Buttons
Close Items Calendar>Close Items
Calendar Ribbon>Close Appointments
Delete Items Calendar>Delete Items
Calendar Ribbon>Delete Appointments
Copy Case Edit>Copy Case
Case Ribbon and Party List Cases for Party Case>List Cases for Party Case Ribbon>Cases For Parties Change: Case Type Edit>Change> Case Type Case Ribbon>Change Case Type List Names for Case Case>List Names for Case Case Ribbon>Names for Case List Providers for Case Case>List Providers for Case Case Ribbon>Providers for Case Auxiliary Checklist Directory>Auxiliary Checklist
Directory Ribbon>Auxiliary Checklist
Case Fields
Directory>Case Type>Select Case Type>User
Defined Fields>Select Tab>Define Fields Directory Ribbon>Case Fields
Case Type Directory Directory>Case Type Directory Ribbon>Case Type
Checklist Directory
Icon Toolbar and User Defined Report:
companion_case_listing
Directory Ribbon>Companion Groups
CRM Fields
Directory>Case Type>Select Case Type>User
Defined Fields>CRM Tab>Define Fields Directory Ribbon>CRM Fields Document Fields
Directory>Document Profile Setup>Define Fields
Directory Ribbon>Document Fields
Document Layout Directory>Document Profile Setup
Directory Ribbon>Document Layout
Document Setup Directory>Document Setup
Directory Ribbon>Document Setup
Mailing Lists Directory>Mailing Lists Directory Ribbon>Mailing Lists
Mini Directories Directory>Mini Directories
Directory Ribbon>Mini Directories
Holidays Calendar>Holiday
Directory Ribbon>Mini Directories
Class (Class Codes) Directory>Class
Directory Ribbon>Mini Directories>Class Codes
ID Codes Directory>ID Codes
Directory Ribbon>Mini Directories>ID Codes Provider Role Directory>Provider>Provider Role
Directory Ribbon>Mini Directories>Provider Role
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Feature/Function Where was it in 4.x Where is it in 5.0
Provider Specialty Directory>Provider>Provider Specialty
Directory Ribbon>Mini Directories>Provider Specialty Tasks (Time Tasks) Directory>Tasks
Directory Ribbon>Mini Directories>Tasks Value (Value Codes) Directory>Value
Directory Ribbon>Mini Directories>Value Codes PDF Form Setup Directory>PDF Form Setup
Directory Ribbon>PDF Form
Provider User Defined Fields Directory>Provider>User Defined Fields
Directory Ribbon>Provider Layout
Staff Directory Directory>Staff Directory Ribbon>Staff
Staff Groups Directory Directory>Staff>Group Directory Ribbon>Staff Groups User Mini Directories Directory>User Mini Directories
Directory Ribbon>User Mini Directories
Replace Document Path Utility>Replace Document Path
File Ribbon> Replace Document Path
About Needles Help>About Needles File Ribbon>About Needles
Delete Cases Utility>Delete Cases File Ribbon>Delete Cases
Export Utility>Export File Ribbon>Export
Firm Preferences Ultility>Properties File Ribbon>Firm Preferences
Import Utility>Import File Ribbon>Import
Interfaces
Ultility>Properties and Directory>Accounting
System Interface File Ribbon>Interfaces
Recently Used Windows Utility File Ribbon>Recent
Update Multiple Cases Case>Update Multiple Cases
File Ribbon>Update Multiple Cases
Zip Code Maintenance Utility>ZIP Code Maintenance
File Ribbon>Zip Code Maintenance
Help File Help>Needles Help
Help Button - Top right hand corner
Messages Menu/Icon Toolbars and Needles Today Home Ribbon and Live Button Intakes Messages>Intakes and Needles Today Home Ribbon and Live Button
Add Icon Toolbar and Edit>Add Home Ribbon>Add
Calendar Menu/Icon Toolbars and Needles Today
Home Ribbon>Calendar and Needles Today
Clear Edit>Clear Home Ribbon>Clear
Copy Edit>Copy Home Ribbon>Copy
Cut Edit>Cut Home Ribbon>Cut
Delete Icon Toolbar and Edit>Delete Home Ribbon>Delete
Merge document Report>Generate Documents Home Ribbon>Document
Email Inbox Messages>Email Inbox and Needles Today Home Ribbon>Email Inbox View Rejected Intake Sheets Messages>View Rejected Intake Sheets Home Ribbon>Intakes
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Feature/Function Where was it in 4.x Where is it in 5.0
Mass Email In Messages>Mass Email Home Ribbon>Mass Email
Archived Messages Messages>Archived Messages
Home Ribbon>Messages and Live Button
Needles Today Menu/Icon Toolbars Home Ribbon>Needles Today
New Email Messages>Send Email Home Ribbon>New Email
New Intake Messages>New Intake Home Ribbon>New Intake
New Message Messages>Send Message Home Ribbon>New Message
Paste Edit>Paste Home Ribbon>Paste
Merge PDF Report>Generate Documents>PDF Form Home Ribbon>PDF Form
Save Icon Toolbar and Edit>Save Home Ribbon>Save
Change: Header to Maroon Edit>Change>Header to Maroon N/A
Calendar For Case Calendar>Calendar For Case New Tab within a case folder Change: Accounting Link Edit>Change>Accounting Link
Party Tools Ribbon or Provider Ribbon>Accounting Link
Change: To Company/Person Edit>Change>To Company/Person
Party Tools Ribbon or Provider Ribbon>Change to
Person/Company Copy Name and Address Edit>Copy Name and Address
Party Tools Ribbon or Provider Ribbon>Copy Name and Address
List Parties for Case Case>List Parties for Case
Party Tools Ribbon>Parties for Case and Case Ribbon>Parties for Case
Delete Provider Info From
Name Edit>Delete Provider Info From Name
Provider Ribbon>Delete Provider Info From Name
Spell Check Icon Toolbar and Edit>Spell Check Quick Access Toolbar
Custom Buttons
Ultility>Properties>Custom Buttons (for firm wide buttons) or
Directory>Staff>Preferences>Custom Buttons
(for user specific buttons) Quick Access Toolbar
Scan Icon tool bar and Utility>Scan Quick Access Toolbar
Print Screen Utility>Print Screen
Quick Access Toolbar (Not currently enabled) Date Calculator
Utility>Date Calculator or Right click on a date field>Date Calculator
Quick Access Toolbar and File>Date Calculator
Print Menu/Icon Toolbars
Quick Access Toolbar and
File>Print (Not currently enabled) Exit Red X in top right hand corner or Utility>Exit
Red X in top right hand corner or File>Exit
Checklist Summary Report Report>Checklist Reports>Checklist Summary
Report Ribbon>Checklist Summary Report
Create Report Report>User Defined Report>Create Report Ribbon>Create Report
Report Library Menu/icon Toolbars Report Ribbon>Report Library
Calendar Report Calendar>Calendar Report
Report Ribbon>Report Library>Calendar Reports Weekly Calendar Calendar>Weekly Calendar
Report Ribbon>Report Library>Calendar Reports
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Feature/Function Where was it in 4.x Where is it in 5.0
Daily Graph Calendar>Daily Graph
Report Ribbon>Report Library>Calendar
Reports>Timeline View Report
Monthly Graph Calendar>Monthly Graph
Report Ribbon>Report Library>Calendar
Reports>Timeline View Report
Settlement Memos
Report>Settlement Memo (Reports can be accessed from Value Tab or either menu/icon Toolbars
Report Ribbon>Report Library>Settlement Memos
Print Directories Directory>Print Directories
Reports Ribbon>Report Library>Print Directories (Not currently enabled)
Search Menu/Icon Toolbars Search Ribbon
Add Case Search Search Ribbon>Add Case
Add Party Search Search Ribbon>Add Party
Add Provider Search Search Ribbon>Add Provider
Provider Entry Directory>Provider>Provider Entry Search Ribbon>Add Provider
Case Search Search Search Ribbon>Case Search
Document Search Report>Search for a Document Search Ribbon>Document Search
Provider Search Search Search Ribbon>Provider Search