Neos - After Sending Message From Case, close out back to that case (currently closes to closest tab)
When sending a message from a case, the new message tab opens, then once it is sent, the tab closes and will then open the tab directly next to it, instead of the case you might have sent the message from. When sending a message from the case, onc...
Allow Subscribed reports to update date fields each week they are generated
If reports are designed to show the information for the last week, can subscribed reports automatically update to show the next week each time the report is generated. So on Monday Feb 1 it will pull all opened cases from Mon Jan 25 to Sun Jan 31....
Some firms have multiple locations as well as multiple phone numbers and maybe also a separate phone number for those who do not speak English. They would need to be able pull these fields into documents.
Modify text in comment box (bold, italic, font size)
The user want to be able to modify the text in teh comment box such as bold, italic, font size and etc. They are able to do it in the notes but wanted to be able to do it in comment boxes in other location such as record and request.
Calendaring across time zones is a fairly frequent business practice, and it seems the upgraded version of Needles should be able to accomodate this. Perhaps byt utilizing a drop down time zone feature to allow the user to select the timezone of t...
Request templates should launch from Records Request Tab directly.
It would be much more efficient to launch the requests directly from the request entry, rather than entering the request and then generating from the case docs tab.
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