Neos - Display Staff 2 in the case preview when searching for Cases
When searching for cases, primary staff is shown in the case preview, but it is often necessary to transfer calls to other staff of the case. It would be great to have the ability to customize what columns are shown in search results, as well as i...
Cloud - List Provider Usage Lacking Information and Functionality
When you run a "List Provider Usage" report, it should show the name of the 1st party in the case as well as be a quick link to open that case. REF Incident #81776
Cloud: When searching for someone, provide in the search results how the person is related to the case such as in v5.
It would be helpful to see what type of party each personal is, I.E. Plaintiff, Defendant, instead of having to open the case completely to confirm who the party is.
When setting a calendar item with multiple companion files, it would be nice for there to be an option that the calendar item be associated with all of the companion cases, not just the case that generated it
Direct Scan to a Case without Automatic Folder Naming
At the moment, the only way to scan directly into a case is if there is a default document path set for that case. This is only set by the auto folder naming feature and there is no manual way to set this. If a case is selected for scanning that d...
All day events currently work like untimed events in Needles 4 used to. They hide at the top of the screen and don't throw any scheduling conflicts. This is a good functionality of untimed events and should be kept in Needles 5 as untimed events, ...
Needles Addin - Post Date and Time of Email instead of Note
Email Posting Date / Time: I wish that when you posted an email to a Needles matter that it used the date and time stamp on the email as opposed to the date and time that the note was entered.
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