Allow grouping in advanced report by primary staff code
In the advanced search feature, you can group by all different columns except for the primary staff code. It would be beneficial if we could group by primary staff code for reporting/auditing purposes.
I need to be able to see who's requesting checks in the QB Integrator. I put the check requests in order by requestor & then import to QB in that order so that they are printed in that order. It makes it easier when passing out checks to the e...
Calendaring from an Intake does not pull the parties name, it requires you to search for the party. Should work like calendaring from a case, pulling in the party automatically.
While viewing message, if I need to call the client, I would need to leave the message, obtain the phone number. It would be easier to be able to 1. Call the client from the message or be able to open the case from the message.
I have multiple check requests for the same provider that I would like to be able to have them print onto one check instead of 100 checks. I used to be able to do that in Needles 4.8.2.
Ability to monitor staff productivity/activeness within Needles
Adding a tab under the staff profile that shows their productivity for the day. This would be not be based off being logged in or logged out but more on if the cursor is active/clicking, how many notes were made for that day, how many documents we...
Allow Companion Case Folders to be Nested in Main Case
Currently, this is not possible, if you were to change the case folder for a case that is apart of a Companion group it will change all the case folder links to that one folder; however, whenever you have them seperated from the companion group an...
Neos: Make new phone number and online account as default
Currently in Neos, the 1st phone number and online account that is added to a Party/Provider is marked as the default. There should be a function to make any phone number or online account a default like there is for address.
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