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Reply All

It would be helpful if the Reply All button on message details was on the main screen and not under the three dot menu.
Guest about 3 years ago in Messages 0

Add Action from case note: Copy note into new message

Currently, we can do action - e-mail note, to copy that whole note into an e-mail (although it's clunky bc it opens up outlook 365 etc. etc.). . . how about an action to "Copy note into new message" - so that the whole note can be copied right int...
Guest about 3 years ago in Messages 0

Ability to right click on message to "mark as read" or delete it

Would be nice to be able to right click on the message in the NEOS inbox to mark it as read or delete. . . should be a simply function to add.
Guest about 3 years ago in Messages 0

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...
Guest about 3 years ago in Messages 1

Neos - Rename 'Add Message' to 'Send Message'

When clicking the plus sign in the left band, it would be more intuitive if the 'Add Message' button read 'Send Message' - especially given the new message screen reads 'Send New Message'
Guest about 3 years ago in Messages 1

Messages - ability to open cases from a message

While viewing message, if I need to call the client, I would need to leave the message, obtain the phone number. It would be easier to be able to 1. Call the client from the message or be able to open the case from the message.
Guest about 3 years ago in Messages 1

Automatic Email Tagging

In addition to automatically tagging emails when sent through Needles, there are certain email addresses that are ALWAYS associated with the same case and it would be great to be able to set up some type of rule to automatically tag all emails to/...
Guest over 3 years ago in Messages 1

Cloud: Default Search by "Name" in Email Tags

Per Ashley Burris at Schmidt Kramer (aburris@schmidtkramer.com): I think the default search in the email tag should be Name, not email. I would never be able to search for anyone's email and always use the name.
Guest almost 4 years ago in Messages 2

Records Status Tab

In the Records Status tab, would like to have it so that we can add multiple notes and be able to see them line by line (one line per note - like in the values tab) Right now, there is 1 line for notes, and to read all notes added you have to scro...
Guest almost 4 years ago in Messages 0 Future consideration

Cloud: "Attach Files" add-in feature - Request to Accelerate

Per David Cohen at Cohen Kolodny Abuse Analytics: "We get emails with attachments non-stop, all day. The lack of this feature is creating difficulties with our document management and enabling it, would resolve those problems. I would imagine that...
Guest almost 4 years ago in Messages 0