Saving emails to Neos in the outlook email format - The current set-up has emails being saved to the "notes" tab. I actually find this to be extra clutter and the email gets converted as note. It's time consuming if I need to re-send an email that may have gone unanswered. I have to cut and paste into a new email. Emails should save as they are in a separate "emails" tab. So that I can open it and re-send it, if needed. I came from another program where the emails were set-up that way and when opening it automatically came up as an outlook email. Not only is it convenient for the reason mentioned above but it also preserves the entire email thread. The program we previously used, also allowed me to title that email. This would save a lot of time...and money!
When searching for a party to open their case/intake, it would be nice to be able to easily modify what is visible on the flyout. More information like nots or Synopsis would be helpful to further identify what the intake is.