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Created by Guest
Created on Jul 30, 2021

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.

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