On the Case Tab, you can only select one referred-by source, but if a case is referred by multiple sources you do not have anywhere to enter that information. It would be great if a searchable field had the ability to have multi-selections.
Hi! Would it be possible to enable some kind of feature on Needles so that when we are in the mist of typing a message and for whatever reason Needles shuts down, the computer or power outage, etc., it saves as a draft.
Oftentimes our teenage clients reach the age of 18 during the pendency of the case. Would be nice to be alerted/notified when "our client" "minor" reaches majority.
Add last "Last week, Last month, etc." to reporting options.
Reporting Data options- Need corporate options for Date ranges. Currently Neos only has last 7 days, last 30 days. Nothing that aligns with general corporate reports required, would require a manual pull for each report needed as dates must be cha...
Make the task code a required field, or if the user has a default rate, automatically populate the billable amount based on that rather than waiting for a task code to be selected.
When a task code is set, the rate is auto entered, and the billable amount is calculated but it is not a required field. It would be helpful to make it a required field OR to automatically populate the staff billable rate so it does not cause $0 b...