Share/send neos-linked document to a pre-existing e-mail thread.
The only way to share a document on Neos is to start an entirely new e-mail chain. I need to be able to share a document with an already existing e-mail chain. I don't want to send a copy of the document--I want the actual document that is linked ...
Ability to add default values to fields in case and intake layouts
For many of our fields, they would have a default value for every case or intake. The ability to set that default in the layout would help so it is never missed or needs to be entered. For instance we have a field for BI insurance, but if the fiel...
Please give us permissions or the options to edit other's calendars such as attorneys. Anything that gets scheduled now says we do not have permissions to edit events of such attorneys no longer
Add archive directory to Firm Preferences/Documents
We archive our closed files in a separate SharePoint directory, away from CloudDocs/CaseFiles. Need to be able to point Needles to that directory under Firm Preferences for "Archived Cases" (for example), so that the documents are still available ...
The Quick Fill Text list is getting very lengthy - we would like to limit what options the staff see by staff member and/or department. So the SS department can only see SS related Quick fills, etc.
In the texting screen, the directory for previously generated texts will extend past the visible screen if there are enough options, with no way to view what is above without zooming the screen out. A scroll bar would counter this.
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