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'
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...
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.
User would like to be able to print message from his inbox
User would like a reported added to messages to be able to print out all the messages for all staff in his messages tab. Or just a print button in messages tab
ability to save multiple emails at a time from outlook to Neos
Ability to save multiple emails at a time from outlook to Neos. and the .msg going from outlook to the case folder without having to create a new folder . This was a feature in trialworks where you could open the .msg in outlook and was promised f...
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.