In the instance the merge template isn't linked to a checklist item, users would find it very helpful to be able to "Favorite" their most used templates. It is very helpful when you have hundreds of templates.
We use virtual receptionist services and they handle all of our intakes. Once they speak with potential clients we receive a script of an intake via e-mail. It would be nice if we had an option to convert their form into a new intake in Neos.
Cannot open in Outlook without entering a recipient.
After 6/29 update, Neos requires a recipient to be entered into the field for the user to open the email in Outlook. This was not the case prior to today. This is considered worse because of the stored emails. Outlook has more stored emails than w...
I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...
Automation feature present when creating or modifying a checklist item.
When creating or modifying a checklist item it would be nice to have the a Automation feature available for editing instead of having to go to a case and select the checklist item and then add the Automation features.
Mass Update checklist and deadline codes to enable Reminders
We need a way to make a global change to specific checklist/deadline codes to enable reminders on these items so that our NEOS users get these reminders without having to set up each and every one themselves. Preferably this would assign reminders...
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