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Neos: Add search ability for drop-down

When selecting the drop-down while creating a new case note you currently have to scroll through the list to locate what you want to select. Would make it easier to add a search for the drop-down to easily type in what you're looking for.
Guest almost 4 years ago in  2

Neos: Checklist Summary Group by Column

Since the today screen checklist is so small as to be unusable, I use the checklist summary tab. Would be nice to be able to group by column header, rather than just sort.
Guest almost 4 years ago in Checklist 0

Neos - Value tab should have filter capability

Value tab can't be filtered. When there are a lot of records, it is cumbersome to find the right one instead of using column filters to quickly get to the right record, like it was in Needles 5.
Guest almost 4 years ago in General 0

Cloud: Grid/Column preferences save to user

With how often we have to clear data and log out-in, it would save a LOT of time if our grid layout preferences saved to and loaded from our user ID, rather than having to re-build what we see in the lists every tab, every time.
Guest almost 4 years ago in General 2

Check Export should be customizable so that Client name can be on second level of memo on actual check

When we export checks to QB, there should be an option that the second memo line will autopopulate the client's name. So that when we send a check to a medical provider, the memo line from the value tab can populate (we usually put the account num...
Guest almost 4 years ago in Accounting Integrations / Integrations 0

Cloud: Calendar subject line

Can we have the calendar show more than just the subject line from the event? We would like to also see the client's name, the staff members assigned to the event, and the type of event.
Guest almost 4 years ago in Integrations 0

Cloud - Add viewable rows to Checklist on Needles Today

The section for My Checklist should be expanded to allow users to view more than a few items.
Guest almost 4 years ago in Checklist 0

Cloud - Add secondary staff to quick view pane when searching for party

When searching for a party currently, can view primary staff only. Wants to be able to view other staff assigned as well. Can user be able to edit what can be seen.
Guest almost 4 years ago in Search 0

Clients With Multiple Cases

When you search for a client who has multiple cases, I would like to also see, in addition to the information currently provided: 1. All parties' full names in the respective cases 2. Summary (case tab) 3. Role 4. Name of Case Manager 5. Or...
Guest almost 4 years ago in General / Search 0

Cloud - view role of party for each case in quick pane

When searching for a party, we have the ability to view the case #, case open date, case type, status, primary staff and date of incident, but cannot see the role party of the party in the case. It would be nice to see the role again as it is in p...
Guest almost 4 years ago in Search 0