Ideas & Enhancements

There should be the ability to set up email notifications for messages and intakes.

When we receive texts back via e-mail, there is no name and we can't see what we sent to them to help identify the person we are contacting. It would be very helpful if when we try to tag that text from our e-mail, we can search via telephone in ...

Per Ashley Burris at Schmidt Kramer PC:Another suggestion would be to make the notes section a little easier to read. With the actual box to type your note so far down the page, it makes it difficult to navigate. I think we should have paging arro...

Per Ashley Burris at Schmidt Kramer (aburris@schmidtkramer.com): I think the default search in the email tag should be Name, not email. I would never be able to search for anyone's email and always use the name.

#89124: Per Lora Wendl at Maxwell Graham PS:In the Records Status tab, would like to have it so that we can add multiple notes and be able to see them line by line (one line per note - like in the values tab) Right now, there is 1 line for notes, ...

Per David Cohen at Cohen Kolodny Abuse Analytics:"We get emails with attachments non-stop, all day. The lack of this feature is creating difficulties with our document management and enabling it, would resolve those problems. I would imagine tha...

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 previous ...

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...

Messge Tab - Add a Scroll Bar to Message Notes

In previous versions of Needles, you could send a message from the cases from the case tab. In Neos, you have to open up a message and then link it back to the case. It would be nice to have the "Send Message from Case" option back.