There is an option in the checklist to group items by different information. At the moment, there is no way to do that in other list tabs like case documents or case notes. It should be an option in those tabs as well.
Guest
over 3 years ago
in General
0
Planning to Implement
Users should be able to choose multiple recipients from a single pick window that populates their email address into the TO field in an Outlook Email. Currently, users are limited to a single email address and manually adding each additional email...
Ability to change Note Topic for all text messages system wide
Instead of having the note topic "text message" for every text sent to an outside number, it would be beneficial to be able to change the note topic name so that is changes system wide. Then users do not have to manually go into each text message ...
We used the permission to reopen close cases in N5 frequently. in Neos, the only permission is Modify Date Closed. The problem with this permission is we need to differentiate between who can close cases and who can reopen them. Please add separat...
It is being requested that we add functionality to include print commands (default printer, what tray to pick, etc.) as options for word document template fields.
Allow Dynamic Fields to use existing fields for special conditions
I have a dynamic field pointing to a user mini directory. But why can’t I make an already existing field the specific condition for a section to show up. Seems like duplicative work and all information gathered for a case should transfer to the ca...
Ability to Remove Calendar Event if Organizer is inactive
The ability to remove calendar events when the organizer is no longer active or working with the firm would be well appreciated by those who no longer have access to their email accounts.