When sending documents from case tab, Let us know if the file is too large to send!
When e-mailing a large document from Neos, if there is an issue with the document size, Neos should give us a pop up of this. Outlook has a file size limit of 20 MB or less which causes Neos not to attach a file over this size. Then, it looks like...
Neos: Value Tab Layout. Prevent resizing of the column widths
Same as the column order is remembered, the column size preference should be saved per user per case type. When you resize the columns, then open a value entry, and then go back to the list view, all of the column sizes reduce.
It would be very helpful in Outlook if I could rename attachments that I need to save in Neos when tagging an email. Now, if I want to include the attachment, I have to do that, then go into Neos and rename that document to our naming format. That...
ability to open email in outlook without pre-populating an email address
I appreciate the new email features, however, I would like the ability to either populate a custom value email address or bypass this field and open in Outlook to then email to someone not affiliated with the case contacts, such as a coworker or m...
Please - TAKE AWAY the auto-generated documents when marking a task done.
We don't always need to generate a document when we mark a task done. We used to have the option to generate a document and now we don't. Extremely frustrating to have to X out of the auto document. Change it back!
Should be able to see how many items are in a list automatically without having to count each line item or run a report. For example, how many items are in my Checklist Summary for the day? If I navigate to Browse Cases and filter by staff and cla...
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over 3 years ago
in General
6
Future consideration
Allow the user to have e-mail notifications sent when a text is received rather than only being alerted inside of NEOS as you can with calendar, messages, etc.
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