The needles messages sent to our e-mail should state case name, from, and then first line of the message
The needles messages sent to our e-mail should state case name, from, and then first line of the message in the e-mail preview instead of simply "DoNotReply-NeedlesCloud-Message Updated" - - this way we'll know what case the e-mail is about. Also ...
It would be helpful to have the option to click a "set reminder" or "send to calendar" button on a message or note to copy it to the Needles/Outlook calendar. Similarly, it would be handy to be able to "add to checklist" or something similar, so t...
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.
Bulk input or import from spreadsheet of time entries for multiple cases
Some of our timekeepers use other systems (excel, separate word document, or even hand written notes) to track time. Staff is then used to make the formal time entries into the Neos system. Inputting these entries one at a time is very laborious a...
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 ...
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.
Need a field to store comments or notes attached to a Name that would follow that name anywhere it’s used. The user should be able to see that there’s a special note associated with that name by some kind of indicator. Maybe make it function like ...
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