Doesn't want the sidebar panel to open when clicking a provider
When double-clicking on a provider to pull up their profile, the sidebar preview panel opens every time, even though I'm not single-clicking to look at the sidebar. Then the only way to close the sidebar is to click X to close it. This is a time-w...
Neos - Add ability to filter Dashboards by "Our Client"
In reports, you can filter different reports by "Our Client", however this same filter is not available for Dashboards. Would love to see this available in Dashboards as well.
Neos - Allow selection of Text Message domain when sending texts
Whenever you are sending text messages, the domain auto-populates with the multimessaging domain for the cell phone provider; however, due to some service plans, not all messages that are sent out are able to reach the customer. For instance, send...
Color coding for when Minor or Deceased statuses are checked in Neos
Color-coded text if client is checked as minor or deceased, is being requested. So for example, if the Minor checkbox is checked in the case party setup, the party name will appear as green in the general search, and then red if the Deceased check...
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
Currently when you search for a party, you can click on the plus sign to add a new provider or case, but you cannot add an intake. It would be great if you could search for a client and add a new intake for them right from the search field.
Having a browser version is great, but it is also great to have a desktop version. Just like how office 365 is based in the cloud, but has desktop apps that fully connect to the browser version of office. It would be great to have a desktop app.
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