Make phone numbers include parenthesis and dashes for easy reading.
I have noticed that the parenthesis and dashes are included in the fax but not phone numbers. It makes it very difficult to read off the number or dial it into a phone if you do not have a computer based phone.
Guest
over 3 years ago
in General
2
Already exists
Allow for editing or deleting Neos Intake Pro dashboards
When upgrading to intake pro, we are able to view "Intakes Overview". In there are 3 dashboards: Intakes By Stage, Idle Leads, & Intake Checklist. These are very useful tools, however there is space for greater utility if we are allowed to edi...
Add the ability to add additional Phone numbers Neos API
When trying to integrate with third-party intake solutions there currently is no way to add multiple phone numbers. This causes an issue when a client leaves two or three numbers and these third-party documents it in the synopsis area but most of ...
The example here is that I would like to copy a note to a few different cases. There is no way for me to do that short of searching and copying to the cases one at a time. It is just tedious.
Guest
over 3 years ago
in General / Search
1
Future consideration
The new related contacts field in the upper right of a case is great. However, you should be able to click on any of the listed providers and open the contact side-widow to view full contact details, revealing the standard functional contact links...
Often we have to send emails on a case to someone who is not in our contacts, nor do we want to add as a contact for a number of different reasons. Currently the only way to do this is to open Outlook and then tag the message. We would like a dedi...
1
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