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Add Ability to Sort by Client Name in Messages

Users like to sort by client name in messages. This was something they could do in 4.
Guest over 4 years ago in Messages 0

Messge Tab - Add a Scroll Bar to Message Notes

Messge Tab - Add a Scroll Bar to Message Notes
Guest over 3 years ago in Messages 0

Message presentation in Neos

#124479. Fetterman and Associates. Silvia Falconi would like to see the presentation of messages in Neos to be more cleaned up when they are posted from emails. She included an email of what she means. She things the information is unnecessary.
Guest over 2 years ago in Messages 0

Suggest a simple "reminder" function to follow up on a Note or Message

Suggest a simple "reminder" function to follow up on a Note or Message
Guest over 3 years ago in Messages 0

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..
Guest almost 4 years ago in Messages 0

Sending messages from case - From field shows the same information as the Re/Client field

User would like the 'From' field to display the same information that;s in the 're/client' field when sending a message from case
Guest over 4 years ago in Messages 1

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 over 3 years ago in Messages 0

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...
Guest over 3 years ago in Messages 0

Cloud - expand messages notes box

It would be easier to read and write messages if the box can be expanded just like the notes tab within a case.
Guest over 3 years ago in Messages 0

Case Title in Messages

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.
Guest almost 4 years ago in Messages 0