Calendaring from an Intake does not pull the parties name, it requires you to search for the party. Should work like calendaring from a case, pulling in the party automatically.
tab key functionality and arrow keys in Neos like you were able to in Needles.
In older versions of Needles clients were able to tab and use the arrow keys to navigate easier. This functionality seems to be missing from Neos and would be very useful in navigating the different screens and increasing work speed for multiple c...
The preview pane the pops out of the right side of the search window when you click on someone doesn't show the full address in the "Address" section. It only shows address line one.
NEOS - Modify the Size of Sections on Needles Today
Currently no ability to modify the sections that exist on Needles Today or what size they are. In Needles 4 and 5 you could turn on and off the Calendar or Checklist Summary sections.
Calendar - make the appointment the full color of type
The super small color circle next to the appointment name is not very useful. Please make the entire appointment box the color of the appointment type like in Needles 5.
#89923: Currently, you must type all text in one row, which is very tedious and inconvenient. Adding more rows would make the intake notes much easier to type and read.