Ideas & Enhancements

#124479. Fetterman and Associates. Silvia Falconi would like to see the presentation of messages in Neos to be more cleaned up when they are posted from emails. She included an email of what she means. She things the information is unnecessary.

We would like for there to be an option for text responses (.txt files) to be posted to notes instead of case docs. This will make it easier from an organization standpoint and allow all correspondence to be n the same place. Thank you

The current set-up for tagging e-mails is a bit frustrating. It would be nice to rename documents in an e-mail when tagging it to a case. It's unnecessary wasted time having to go into a file after tagging an email with documents just to rename th...

Play a notification sound when a new message is received. In Needles 4 when a new message was received you would hear " You have a new message". I never thought I would miss hearing that...but I do.

In the previous Needle's version, when we had a new message it would verbally tell us . Can we have that feature again?

It would be really helpful if when messaging a client from Neos the responses would go back into Neos instead of going into Outlook.

It would be nice to be able to double click a case number while merely previewing a message and be able to have that take you striaght to the file. Currently, you have to completely open the message and double click the case number.

Add a button when opening or previewing a message that would open a reply window and, when that reply is sent, automatically delete the message from your inbox.

User would like a reported added to messages to be able to print out all the messages for all staff in his messages tab. Or just a print button in messages tab