It would be nice if you could get more information at a glance from the calendar items, especially on mobile. At the moment, in order to see the notes on a calendar item, you have to open the edit section of the calendar item.
Guest
almost 3 years ago
in General
3
Future consideration
It would be nice if you create a user defined field that had linked information across 2 tabs in a case type. Like a field on the case tab that also appeared on the party tab that held the same dataset.
Guest
over 2 years ago
in General
0
Future consideration
Neos: is it possible for the document generation display to go away after it generated
Neos: is it possible for the document generation display to go away after it generated. During the document template generation the prompot in the corner where its loading and as well sometimes checked can it go away after it generated.
Guest
almost 3 years ago
in General
0
Future consideration
User would like to be able to save a note in a case notes and not have it revert to the list view
User would like to be able to save a note in a case and not have it revert to the list view. User would like to save in the case note and not have to reopen it from the list view.
Guest
almost 3 years ago
in General
1
Future consideration
The example here is that I would like to copy a note to a few different cases. There is no way for me to do that short of searching and copying to the cases one at a time. It is just tedious.
Guest
almost 3 years ago
in General / Search
1
Future consideration
Being able to send documents to other parties in the case just like note tab.
When you are in the note tab and and viewing the note you click action > email note to contact your able to send the note to the other parties in the case. The user wants to be able to do the same with the document tab rather than copying and p...
Guest
almost 3 years ago
in General
2
Future consideration