It would be nice to be able to create document tags as you need them (self building list) rather than having to pre-populate a minidirectory with them.
Guest
almost 2 years ago
in General
0
Planning to Implement
There is an option in the checklist to group items by different information. At the moment, there is no way to do that in other list tabs like case documents or case notes. It should be an option in those tabs as well.
Guest
almost 2 years ago
in General
0
Planning to Implement
Remove the 'add Note' button from the head of the case - when suers are on the Notes tab, it is confusing because they think that is where they are supposed to cliek to ad a note.
Guest
almost 2 years ago
in General
1
Planning to Implement
Neos - Case Special Note Header - add 'Undo' option if 'Clear' is selected
There is no option to undo if the special note is deleted using the 'Clear' button. An 'Undo' button should be added in case the special note is accidentally cleared.
Guest
almost 2 years ago
in General
1
Planning to Implement
To apply a bulk update(for example, add a type), a user has to check each item. This could be troublesome when updating a considerable amount of documents.
Guest
almost 2 years ago
in General
1
Planning to Implement
When sending an email from the case it should be posted to the note tab automatically (similar to when sending a text)
The user should be able to post the email sent to the client via email very similar to the concept of when texting the client it post it to the case. The user wants to be able to save time rather than doing another process of posting back to the c...
Guest
about 2 years ago
in General
2
Planning to Implement