We used to be able to see all of the information in the case banner. Now you have to click on the drop down icon to see that information. We would like the ability to keep that pinned opened.
The program should have the ability to copy over case dates from one companion case to the other. Same feature that is available through bulk actions for documents, insurance tab, counsel tab, etc.
Mailing list option of general and unselected is no longer available.
If mail was returned and the address was no longer valid for the individual, the option to unselect that address from any mailing list was available until an updated address could be input. without this option, we will end up wasting a lot of mone...
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...
When you have too many quick-fill options to fit in the normal box, you have to scroll the entire little pop-up box to be able to see the rest of your options. This took me a while to figure out and is a little clunky. I am not sure the solution t...
Neos Premium Texting SMS templates right from the texting screen
With the Neos Premium Texting SMS we should have the ability to merge SMS templates right from the texting screen instead of having to create an checklist Automation in order to use it with all of the merging capabilities.
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