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Notify Multiple Staff when a Note, Message, Calendar Event

Tag another user in a note upon saving, which would give the tagged user a notification or message about that note. - Tag a case/send a message from a case which auto-populates the case information in the message (this was a feature in a previou...
Guest almost 4 years ago in Messages 0

ability to save multiple emails at a time from outlook to Neos

Ability to save multiple emails at a time from outlook to Neos. and the .msg going from outlook to the case folder without having to create a new folder . This was a feature in trialworks where you could open the .msg in outlook and was promised f...
Guest almost 4 years ago in Messages 0

Messge Tab - Add a Scroll Bar to Message Notes

Messge Tab - Add a Scroll Bar to Message Notes
Guest almost 4 years ago in Messages 0

Cloud - expand messages notes box

It would be easier to read and write messages if the box can be expanded just like the notes tab within a case.
Guest almost 4 years ago in Messages 0

Suggest a simple "reminder" function to follow up on a Note or Message

Suggest a simple "reminder" function to follow up on a Note or Message
Guest about 4 years ago in Messages 0

Create a prompt or action in Needles that sends a message to a user whenever a new case is created

When an intake is assigned to a staff member a notification will pop up and a sound plays. It would be beneficial to have the ability to apply to new cases. Having some sort of message be sent to staff 1 or a pop up window would help..
Guest over 4 years ago in Messages 0

Case Title in Messages

Not all firms use the Case Number or Party Name to identify a case, so it would be nice if the Case Title populated in a message sent from a case to help with identification.
Guest over 4 years ago in Messages 0

Create Message Drivetly from Insurance Item Card

A very large percentage of our calls, and thus messages, are from Insurance Agents. I would like to be able to open the insurance tab for a case, select the record and then press a button (in the record?) which creates a message that defaults...
Guest over 4 years ago in Messages 0

Would like a 'Send Message from Intake' Button

Firm would like to be able to send messages from inside an Intake using a 'Send Messaeg from Intake' button
Guest over 4 years ago in Messages 0

Add Ability to Have Custom Folders in Messages

Would the like ability to have custom folders in messages to organize their messages
Guest almost 5 years ago in Messages 0