Skip to Main Content
Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2688 of 2688

Ability to change order of parties listed in Party Screen

We would like the ability to change the order of parites after they are entered in the party screen. for example..if we have 3 parties entered, can we move party 3 into the 2nd spot, moving the existing party to a different spot.
Guest 11 months ago in  0

Communication

A communication tab that included all tagged emails and other forms of communication related to the matter.
Guest 6 months ago in  0

Column Layout in Advanced Search

Allow for customizing the column lay out when saving advanced searches.
Guest over 1 year ago in  3

Neos: Ability to mass update checklist items

Sometimes the Checklist Summary can become overwhelming to have to go through one by one to mark items Done or N/A, respectively. Advanced Search is nice for mass update, but would be easier to be able to mark these checklist items as Done or N/A ...
Guest over 3 years ago in  0

Marking an email tagged

I was wondering if you could make an email once it's sent say if it had been tagged, I know it shows when I tag an email in my in box but If I send an email to co-workers they cannot tell if I have tagged it.
Guest almost 2 years ago in  0

Neos Messaging: Ability to set an "Out Of Office" message internally

This would be helpful for people who may forget someone is out of the office and may not be able to respond to their messages timely.
Guest 11 months ago in  0

Detailed Activity Feed in Cases

Add a more detailed log for the activity for things such as changing a case type.
Guest almost 2 years ago in  2

Remove characters around case number placed in note field of calendar event

When adding a calendar event and attaching a case to it, upon saving it the case number is placed in the notes field with " ~*~*~*~*~* " above and below it. May this be removed so when viewing it from list view you may only see the case number? Im...
Guest almost 4 years ago in  1 Future consideration

Add option to allow minimizing the QB Integrator to the taskbar

The QB Integrator currently closes AND minimizes to the system tray. We'd like to have the option to minimize the integrator to the taskbar so we don't have to keep going into the system tray to open the integrator back up.
Guest almost 2 years ago in  1

VALUE TAB GLITCHES AT 50 ENTRIES

49 entries is fine, 50 makes them disappear, the work around support provided was to create a "dummy" value item because it works fine again at 51...
Guest 6 months ago in  0