Neos - Staff 2 should be listed in Case Search or preview
The Neos case search feature displays case rows and preview, but to access other Staff assigned to cases, you have to enter the case, click on Case tab and scroll down. It would be great to have the ability to show certain staff in the Search rows...
CLOUD: Being able to add documents when doing intake
CLOUD: Being able to add documents when doing intake. When the client is doing intake they want to be able to attach document with it so when it make it into a case it adds the document in the document tab.
There would be libraries that might not contain an necessary entry. It would be a nice feature to add the ability for a user to make a request to the Needles Admin to add that entry. For instance, I am creating a Bankruptcy case and notice that my...
Adding a URL to the search will give the ability for 3rd party applications such as RingCentral to run searches of the caller ID into our system. As an example, this is what is use for Salesforce: https://my.salesforce.com/search/SearchResults?sea...
Text messages should be automatically posted to the notes tab
The integration with texting would work great if the text messages got posted directly to the Notes tab so you do not have to post to needles from your outlook.
It would be nice if, when you click add on a new note, that Needles defaulted the cursor into the topic box so you could just start typing.
5.0.0.43701
Create a prompt or action in Needles that sends a message to a user whenever a new case is created
When an intake is assigned to a staff member a notification will pop up and a sound plays. It would be beneficial to have the ability to apply to new cases. Having some sort of message be sent to staff 1 or a pop up window would help..
From Roberts & Roberts
When viewing the calendar, would it be possible to see more information for each appointment? Right now for created appointments, we can see Subject, Type, and Party.
If possible, staff members would like to also...
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