My wish is that Needles would make the Transaction Details screen smaller.
Where you click on the green plus sign to open transaction details on the value tab, the screen takes up a large part of the screen. You cannot see the numbers behind you. Most of the time I am making an adjustment and I need the number behind the...
Cloud - Add group for selected staff on calendar event
When navigating to main calendar to add an event for a group, in the create an event pop-up, it would be easier to select a group name instead of individual staff names that will be involved.
In Needles 4 and 5 you can change the zip code that is accociated with a specific city. In Neos, you do not have this as a feature and it should be added
Under "CASE" - in the "case title" box- when you type in the client's name
it would be great if a drop down of choices came up after typing in the 1st 3
letters. Instead, you have to type in the 1st name even though you just did it
in the PA...
Under "PARTY" - the phone # column default does NOT fit a 10 digit phone #!
So every single time I enter a phone #, I have to manually resize the column,
same thing w/the email - the default column is too narrow to fit emails so
column needs...
Under "PARTY" - please add an UNKNOWN category to phone #s (UNK)- not all #s
are labeled home, work, cell. It would be great if UNK were in the drop down
choices. It would also be great if you could just hit enter instead of manually
clickin...
When you click to add a date on the Case Tab the date picker should open to the current date instead of January 1920. It would be helpful for the date picker to also include an option for "Today"