Neos - Change Default to Uncheck the 'File Attachments' When Tagging an Email
The 'File Attachments' box is auto-checked when tagging an email, firm would like it to be defaulted unchecked as it is cluttering up the case docs tab with unnecessary attachments
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.
Neos - Report Criteria from User Defined Directories
As far as I can tell, we don't have the ability to add user defined fields as report criteria. This restricts the flexibility and customizability of reporting. The point of adding a user-defined field or directory to the database at all is so it c...
Remove the 'add Note' button from the head of the case - when suers are on the Notes tab, it is confusing because they think that is where they are supposed to cliek to ad a note.
Expand the size of the comment text box for user defined tabs.
Expand the size of the comment text box for user defined tabs. If we are in the counsel tab and we are adding comments it expand to the next line and makes it easy to read. If I were in the record/request tab (user defined tab) when entering data ...