Please add a create new or add another entry option to the Value Entry page so that we do not have to go back to the main value tab to add more transactions. Bonus points if we can "add for same provider" or "add for other provider." Adding bills ...
Search for email address when posting emails to Neos
Neos should search automatically for the incoming email address when posting to Neos so that it brings up a client's case automatically without extra searching.
Advanced Search FROM options - Please add "Last Month" as an option
This will allow us to run reports to show the month as a whole starting on the 1st, instead of the last 30 days which includes only the previous 30 days from the date the report is run. There is currently an option for "This Month". An option for ...
It would be great if you could see the text communication under a separate tab in the case. Similiar to how you see "docs" or "notes". makes it easier to find the text communication and communicate with the client regarding their case.
Select multiple messages for deletion by holding down shift key
In Needles 4 if I wanted to clean up my messages inbox, I could select a group of messages by selecting a message 'at the top' and then scroll down to select the entire group by holding down the shift key and selecting a message "at the bottom". C...
Ability to Send Envelope of Multiple Documents to DocuSign
Currently there is only a method of sending documents one by one to DocuSign with the integration. It would save time and money if there was a way for multiple documents to be sent together as an envelope from the Case Documents tab.
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