Need a way to prevent text message replies from clients to not be delivered via imessage.
Currently, when a client responds to text message sent from Neos, the response is sent to the Neos user's respective email address. However, if both the text recipient and the staff person sending the text from Neos are in each other's iphones as ...
When you refresh Neos, it would be nice it stayed on the tab that you were working on instead of going back to the Case tab as the default. Again, this requires more clicking and more work.
I was wondering if you could make an email once it's sent say if it had been tagged, I know it shows when I tag an email in my in box but If I send an email to co-workers they cannot tell if I have tagged it.
Advanced Search - Ability to choose other parties besides First Party from the columns list
If a user is trying to create an advanced search and want to pull in contact info (phone #) and the party isn't the First Party to a case they will not be able too. It isn't an option.
PDF Editor - Inserting PDF - Filter results to make finding documents by case easier.
Currently when a user is trying to insert a PDF into another PDF in PDF Editor it pulls from the "Browse Documents" list and you are unable to filter to a specific case or client. Currently, the only way to use this effectively is to search for th...
PDF Editor - OCR'ing and ability to edit text in scanned documents
Right now with the PDF Editor it looks like scanned documents are not being OCR'ed. We would like to be able to search and edit text in these documents.
There is a printable manual for an older version (maybe it's 4.8.2), but a current one would be helpful. I don't always know the proper terminology, which making searching online very difficult. It's so much more convenient to be able to mark up a...
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