Notify Multiple Staff when a Note, Message, Calendar Event
Tag another user in a note upon saving, which would give the tagged user a notification or message about that note.
- Tag a case/send a message from a case which auto-populates the case information in the message (this was a feature in a previou...
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...
Create a prompt or action in Needles that sends a message to a user whenever a new case is created
When an intake is assigned to a staff member a notification will pop up and a sound plays. It would be beneficial to have the ability to apply to new cases. Having some sort of message be sent to staff 1 or a pop up window would help..
Not all firms use the Case Number or Party Name to identify a case, so it would be nice if the Case Title populated in a message sent from a case to help with identification.
A very large percentage of our calls, and thus messages, are from Insurance Agents.
I would like to be able to open the insurance tab for a case, select the record and then press a button (in the record?) which creates a message that defaults...