Per Ashley Burris at Schmidt Kramer (aburris@schmidtkramer.com): I think the default search in the email tag should be Name, not email. I would never be able to search for anyone's email and always use the name.
Neos: Wants to be able to print check multiple checks at once for same provider.
In the desktop version, when I wanted to process a check, the steps were as follows. Case, check processing, export checks. Then I could click on value and select some OR all of the checks. In the case where we have paid multiple checks, I could s...
Cloud - When double clicking party name after using search, having functionality to open recent case instead of first case that was ever created
When currently searching for a party and double clicking on the name, it currently opens up with the first case that was created for the party (in the case where there are multiple cases linked with the party). Would be more useful to instead of i...
Cloud - Edit Checklist Description from Needles Today
In previous version of Needles, you were able to edit the description from Needles Today and can only mark as complete currently in Neos. Will be useful to be able to edit again from Needles Today.
Cloud - Add Intake Status and Synopsis/Notes on flyout menu
It is a high priority to be able to see notes/synopsis and the intake states on the quick flyout pane to easily see whether the intake was taken or rejected.
Neos - Staff 2 should be listed in Case Search or preview
The Neos case search feature displays case rows and preview, but to access other Staff assigned to cases, you have to enter the case, click on Case tab and scroll down. It would be great to have the ability to show certain staff in the Search rows...
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