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...
A way where we could input an amount for a mass tort case only once, but it would be distributed equally among clients. Also, a way where this could be accessed and edited more easily.
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).
Would like to be able to see the Federal ID in the Party Tab once the client has a case opened in NEOS. This would help to eliminate a duplicate entry into a user defined field. Also, perhaps it would allow for another form of conflict check.
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...
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...
We want to by default search by "Name/Aka" rather than "Case #/Intake #" The main search bar remembers which type of search you used last. Please change the "Select a Case" that comes up when you do bulk action, move document to also default to th...
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