NEOS- Display Multiple Time Zones on calendar items
Often clients will have multiple types of insurances on a case with active negotiations through the same company. Currently, it only sorts by company, and allowing sort by policy type will
Cloud: add the function of bulk selecting checklist items & then delete
currently have to click one checklist at a time to mark it as done, then refresh the checklist to update which is time consuming. It would make it easier to select multiple items at one time and confirm changes.
Neos: attach email attachments to case when composing new email
When composing a new email, you are unable to attach a file to a case. Once the email is sent, you have to go into the sent items to tag the email. It's not convenient to have to send it first before tagging everything.
Some firms have multiple locations as well as multiple phone numbers and maybe also a separate phone number for those who do not speak English. They would need to be able pull these fields into documents.
Can we just eliminate this altogether? In this day and age, it's probably best to address client letters without a prefix at all. "Dear John Smith" or "Dear Mary Smith" is really all you need. If the prefix isn't selected in the name details on th...
For some reason someone decided it was a good plan to change the layout of the party tab in last nights update. WHY?? It was perfect before. Please change it back!
Ability to save word document as a PDF right from casedocs
We should have the ability to save a word document as a PDF directly from CaseDocs. That way - if I draft a settlement acceptance letter from templates, I can save it as a PDF directly and then fax it. Now we have to hit Save As in Word, and then ...
Roll due dates or reminders away from weekends or holidays
It would be great if there was a setting on Neos that will use week days and not weekends or holiday dates when schedling a recurring event? For example, we have some reoccuring events that get continued to a weekend date. No one is in the office ...
It would be great if there was a setting on Neos that will use week days and not weekends or holiday dates when schedling a recurring event? For example, we have some reoccuring events that get continued to a weekend date. No one is in the office ...
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