Display Insurance Limits along side Case#, case type, etc
It would be helpful to have the ability to display the insurance limits @ the top of the case where the case #, case type, date of incident, etc is displayed that way you could see the limits from any page in Needles.
Value tab screen will calculate total amount of value while clicking on the transactions
It would be really useful if the value screen could give us a real time sum of the value of transactions that we have selected to do a batch transaction cut. . . that way, when I have everything clicked that I want to, I can make sure right then a...
When creating a template, we should be able to edit the order the fields are displayed in the generate template page.
When filling in templates, the order of the entries should be able to be customized. Many templates will have fields that are numbered in a particular manner, however in this page, those fields have a chance of appearing in an unclear/undesired or...
An expansion of Needles 4.8.2's Help Manual has been requested, specifically to expand Appendix B. The requested detail is for a listing of the fields affected by each Staff Directory Priority, for greater ease of tailoring user permissions within...
Allow setting the source mini directory default value.
Currently, inside of Neos, you are able to add, modify, and remove entries from the Source/"How did you hear about us?" mini directory; however, if a user were to remove the "Other" as an option by disabling, or deleting this option it will contin...
Messages: If a case #is entered, it should put in the client name
Messages: If a case #is entered, it should automatically put in the client name. I have multiple messages that only have a case number and I have to open the case to see who the client is.
Please add support for changing the email address of any staff and preserving the historical calendar item assignments made to the old address. When changing a staff email, it would be best for the calendar event's in the system to update, and ref...
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