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...
Tag Email Function and Send Email Function together as 1 Function
In our Needles program, there was a function where we could "post" the email to Needles case and "send" the email at the same time, which was awesome. Just one click and it was tagged to the case and sent. Please add this "tag and send" function t...
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...
In the new release, if you have the billable option turned on, you are now required to add a time entry to the value tab. Our firm would want to see the time entries on the time tab, not on the value tab. With the value tab entries, the subtotals ...
While viewing message, if I need to call the client, I would need to leave the message, obtain the phone number. It would be easier to be able to 1. Call the client from the message or be able to open the case from the message.
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.
0
0
