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.
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...
Neos - Hovering over Notes body should provide body preview
To view a note body from the grid view of the Notes tab, you have to click or open the note. This takes away the ability to click on "New Note" without exiting the previewed note first. Chrome has a built-in functionality that allows to preview te...
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.
Cloud - Limit Case Type Access ONLY When Opening Cases
There are many cases where it does not matter what cases employees look at, and even cases where they need to be able to access cases of all types, but I only want them to be able to open cases of certain types. I want cases of all types to be abl...
After the 5-26-20 update after logging into the program and the Needles Today screen loads the user sees a green notification window showing "Logged In". It is redundant to see this notification.
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