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 ...
Please integrate with RingCentral VOIP system. See: https://developers.ringcentral.com/ and
https://www.ringcentral.com/apps/ for click-to-dial, and call analytics & logging.
Neos - Add a setting where you can choose the default view for the case docs tab
A customer suggested that in Neos you can set the default view for the case docs tab to the folder view so he doesn't always has to choose the view every time he goes into a case.
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...
create a report that allows you to get a case count by the event verses the Neos case number. An event or DOI May have 10 Plaintiffs who have their own Neos case number but it is still considered one event or one case. I need to add the companion ...
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
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