Allow Options for which case is opened when searching and selecting client per staff preferences
Inside of Needles Neos, when you search for a client and double click on them to select it will open the latest case under that party's name, but in some instances it would be a time-saver to be able to choose the latest of a specific case type. S...
User would like to be able to pin notes in the note tab at the top for importance
User would like to be able to pin notes in the note tab at the top for importance. Currently in needles 5 this is not a feature. We can sort but we can't pin and give them a label of importance
Intake name blocks no longer contain prefix/suffix fields
After the intake update, the name block no longer has prefix/suffix fields listed. The name block cannot be modified, so the previous settings cannot be restored. This will help improve visibility with having the prefix/suffix as a part of the nam...
When you upload documents to a case on Neos there should be an option to "Select All" so you can bulk action and change the category, type, and tags of the uploaded documents. Right now you have to click the checkboxes individually to change them.
Would like the option to use the same template for both intakes and cases rather than having to upload the same template twice.
Alternative, create the option to copy the template from case to intake (or vice versa).
Add Phone number, and email address of who texted to saved note.
Currently inside of Neos, when you send a text message to a client it is saved as a note; however, the phone number and the email of who texted are not saved to this note. This leaves a gap in the information of what phone number was texted and wh...
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