Ideas & Enhancements
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General

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Cloud: Allow Staff Permissions to be Copied from One User to Another.

Staff permissions should be able to be copied from on user to another, like in the previous versions of Needles.
Guest over 3 years ago in General 0

User would like to be able to save a note in a case notes and not have it revert to the list view

User would like to be able to save a note in a case and not have it revert to the list view. User would like to save in the case note and not have to reopen it from the list view.
Guest almost 4 years ago in General 1 Future consideration

Enter button will search instead of having to click on the search button

When entering a name in the search field, would be great to have the enter key work for the search vs having to use the darn mouse
Guest over 4 years ago in General / Search 0 Already exists

Opening a new note should default you into the topic field

If I remember correctly, in Needles 4, when you enter a new Note, you could start typing in the Note Topic field immediately. In Needles 5, you are forced to either click in the field or press the Down key and Tab multiple times. If I am rememberi...
Guest almost 5 years ago in General 0

Search Criteria

Search Criteria - Display clients with open cases only check box.I search by name a lot. We have about 150 clients with the last name jean*, 277 open cases and and over 7000 closed cases. Std search offers no filters (Unable to get a filter windo...
Guest about 5 years ago in General / Search 1

Neos: Preset Date filters such as past week, month, year in Reports, Dashboards, etc should Auto-Update based off present day

Preset Date filters such as past week, month, year in Reports, Dashboards, etc should Auto-Update based off present day EX: You save a report with a filter for the past month and it specifically defines a start/end day 30 days to current day. It w...
Guest about 3 years ago in General 0

Default setting for drop downs

Users should be able to set a default type for any drop down field to streamline the process and be more efficient. In what we do, a majority of the time the same "type" is selected from the field. It would be more efficient if the user could set ...
Guest over 3 years ago in General 0

Neos Checklist Notes

Would like the ability to add notes to Checklist Items in Neos
Guest over 3 years ago in General 0

User would like to have a label on providers when searching to see that intake has been rejected

Instead of going in to intake manager and click rejected they want it to appear in the main search when looking up a client or provider.
Guest over 3 years ago in General 0

NEOS - Distinction in Search between Party and Provider

At a glance there is no distinction between a party and a provider when searching. You have to click on each one to get any information on the name.
Guest over 3 years ago in General / Search 1