AKA names in search results should be formatted in a bold red font to make them stand out
In Needles 4, AKA names in search results were formatted in a bold red font that made them stand out. In Needles 5, they have the same font as the rest of the general information, making it take longer to determine if you have the correct name.
Cloud - When double clicking party name after using search, having functionality to open recent case instead of first case that was ever created
When currently searching for a party and double clicking on the name, it currently opens up with the first case that was created for the party (in the case where there are multiple cases linked with the party). Would be more useful to instead of i...
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)
4. Name of Case Manager
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...
Cloud: View another staff initials on party flyout menu
When searching for a customer in Neos and selecting the party, on the flyout menu it would good to be able to change from seeing the primary staff to another staff (such as case manager initials) instead.
Add phone number field to General Information that appears when you search for a party
Since people tend to hold on to their phone numbers now, they are more reliable in identifying possible duplicates than home addresses. But when you go to add a new party , you can't see that info without adding the party fully.