Currently, when you leave a dashboard and go back in, the layout of the tiles is not saved the way you had it before you left. We need a way to sort and save sort for each dashboard. Preferably, for each person who has access to the dashboards.
Cloud - Have post & send button in Outlook the same button
When sending an email in Outlook, you currently have to tag the email separately from sending the email. Would like to have the option, like in older versions, where you can just post & send email in Outlook and attach to the case.
almost 4 years ago
Planning to Implement
Mass Update All Cases to Add ALLUSERS and TYPISTS Emails to All Cases
Our firm sends out information to every staff member by sending it to an allusers shared email and to our typists by the typists shared email. Would be useful to not have to type in the address every time someone wants to send a document internally.
Add Save to PDF and Print to the Bulk Actions menus
We have lots of occasions when we need to provide Notes/Case Docs/Value/other list views items to outside services/companies and without a Save to PDF or Print in the Bulk Actions menus, it is a very labor-intensive process.
It would be nice if the subject line from a NEOS message when it shows up in our e-mail will say the case name and number instead of just 'you have a new message' which automatically means I have to open up the message to see the case. ALSO -- the...
Ability to keep the Neos Tag Email Add-in pinned to Inbox without disappearing
The Group Action Neos Tag Email can be pinned to always show as a side display in Outlook, but when you move between Outlook folders (inbox/sent, etc.), the pinned "tag email" display goes blank and you have to exit and select Neos Group Actions a...