In messages: you can edit and choose which columns you would like to see - ex: To/From/Messages/Date sent. There should be a way to save your set of columns. Right now it reverts back to preset ones every time you log out or refresh.
Be able to put in both the callers information and the case information with out it cancelling each other out.
as of now you can not put in a caller information and the case information because it automatically changes it to the case info . There should be a way you can add the caller and the case info. into one message without it changing to one or the ot...
When leaving a note without saving, the pop-up just asks if you want to leave without saving the changes but doesn’t give you the option to actually save the changes in the pop-up.
If I click to open a message in a tab, It would be useful if we were able to click arrows (left/right:up/down) to search through my messages, maybe even use arrow keys.
All the tabs are aligned to the left and the save button on each tab is to the right. It makes more sense to have the save button positioned on the left side of the screen, which is where you look at all of your tabs and other items.
Neos: Cannot toggle on Requests for deposit if the amount of the transaction is more than amount due
When adding a transaction to a value item with an amount due, you cannot toggle on request for a deposit if the amount of the transaction is higher than the amount due on the value item. This is uncommon, but sometimes the firm receives a deposit ...
0
0
