Ideas & Enhancements

Allow Options for which case is opened when searching and selecting client per staff preferences

Inside of Needles Neos, when you search for a client and double click on them to select it will open the latest case under that party's name, but in some instances it would be a time-saver to be able to choose the latest of a specific case type.

So staff members aren't left to search for the case type in question when a client may have multiple cases active under their name at the same time, and the logged-in staff only cares to look at a specific case type.

If there are to be no cases under the staff member's preferred case type under that party, it should default to the latest case.

  • Guest
  • Jul 30 2021
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