Ability to Remove Calendar Event if Organizer is inactive
The ability to remove calendar events when the organizer is no longer active or working with the firm would be well appreciated by those who no longer have access to their email accounts.
We have English and Spanish speaking clients. Would like to be able to code templates so they generate conditionally based on the language code (we use ID code on party tab).
SSO module requires you to click next to login in, hitting enter on your keyboard does not work.
When prompted for the company ID with the SSO module hitting enter does nothing. You have to actually click next to login. Not a major issue just some quality of life.
Neos: Support Tagging an Email while it is in draft
Please add support for tagging an email while it is in draft and delaying the copy of information to the Notes tab until after the email is sent. Currently, the email draft is copied to Neos at the point in time of the tag, so any information adde...
Neos: provider card: Be able to select which account or phone number is the default contact
Currently it is not simple to change which phone number or email is the default contact. To do so you would have to delete and re-add numbers or emails to change the default. There should just be a toggle when you edit the number to make it the de...
Neos Reports: If I want to copy an existing report that is categorized, I am not given the option to save the new report in a different category
Neos Reports: If I want to copy an existing report that is categorized, I am not given the option to save the new report in a different category. If the report is a management report, but I want a copy of this report in a different category, I am ...
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