Ability to Lock Columns for User Defined Tabs like the Records Request
It would be nice to be able to lock the columns so that other users don't toggle certain data on or off. Maybe even grant it as a special permission to be able to lock it so they remain the same across other cases too.
Add ability to write a note/comment next to the phone number on the Party/Provider tab if additional information is required (note: this would be instead of using the EXT field)
Automation feature present when creating or modifying a checklist item.
When creating or modifying a checklist item it would be nice to have the a Automation feature available for editing instead of having to go to a case and select the checklist item and then add the Automation features.
Have the activity feed show what field was changed, specifically for the Party and Case tabs, but all would be helpful.
It would be very helpful if the activity feed showed exactly what field was changed in the Party and Case tab. Currently it only shows a change was made but does not show the change made or what field was changed.
Show full name of contacts consistently across contact cards, cases, views
When one has persons with similar names, it is helpful to how the full name (with initials, etc.) to ensure you are referencing/addressing the proper contact.
When scheduling, a conflict box should come up if there is a conflict present
In Needles 4, you would get a warning box if there was a conflict and you could choose to ignore it or deal with it. However, this version does not do that.
Ability to Add Provider Address With Just Business Name
When entering an adjuster, for instance, it would be beneficial to be able to just add the insurance company (no mailing address) that they work for to enable a quick look. Old Needles allowed this, Neos requires an actual address to be entered be...
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