Currently, to add a note you need to click twice. The first click brings up a small dialogue box. You then need to click a second time to get to the "details" screen, the only place you can access the "topic" drop down, which must be selected befo...
#89923: Currently, you must type all text in one row, which is very tedious and inconvenient. Adding more rows would make the intake notes much easier to type and read.
Allow Only Open Calendar Items to show on Needles Today Calendar
When you add a new calendar entry on a date when there was a settled, cancelled, or otherwise inactive entry, a conflict check pops up. It would be helpful if this feature could be bypassed for inactive calendar entries.
separate permission to remove/delete the special flag note on a case
It appears to be the same as the general notes. Some staff should be able to delete/remove the special note but not delete regular notes. If someone doesn't have permission to delete notes it doesn't allow to use the clear on the special flag note...
When adding items to a case checklist, you have to scroll through a list. It would be nice to be able to use a search box to find a specific checklist code.
Neos: Add provider card for a party to copy name, address and phone number information
In previous version of Needles both providers and parties had provider cards to easily copy information to another provider/party. Currently in Neos, only providers have a provider card so you cannot copy information from a party.
Allow the default browser in needles 4 to be changed
In needles 4.8 internet explorer is set as the default browser for all websites to open from in the program. Changing external settings does not work and there are no internal settings to change the default browser. Please allow customers to chang...
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