Outlook Add-In: Tagging More than One Email at a Time
It would be a time saver for those who receive a lot of emails to be able to tag more than one email at a time. Currently, it only allows you to select a single email and tag it to a case. When multiple emails are selected, the option to tag is re...
It would be nice if you could get more information at a glance from the calendar items, especially on mobile. At the moment, in order to see the notes on a calendar item, you have to open the edit section of the calendar item.
over 3 years ago
QuickBooks Integrator - Memo Field populate with the client's case number/client name first in memo field
When posting from the Integrator the memo field needs to populate with the client's case number/client's name before the memo information. This is how Neos previously worked and is now reversed. Our State Bar requires the client's name on every ch...
When we attempt to tag an email to a case the topic detail currently does not allow for filtering while we are typing. This causes a ton of scrolling to try and find the topic that best fits the content of the email. All we would like is for the l...
Include the Subtotal of items selected for processing from the list view in the value tab.
The subtotal of value items should automatically be calculated and displayed when multiple items are selected to add transactions such as to request checks. Sometimes there could be dozens of checks and the total needs to be displayed so staff can...
It would be super helpful to have an actual change log of all changes so when troubleshooting issues that arise randomly after a Hotfix or upgrade has been applied we can point to what might have caused it.