Ideas & Enhancements
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Neos: Please make default fields removable and such as "more info" on the case tab.

Some users have suggested that we make default fields removable and have options what to do with standard fields.
Guest over 2 years ago in  2

Neos: Add 'More Info" as a column option for Advanced Search and Reports.

Currently "More Info" is not a column option for Advanced Search or Reports. This is a standard field in Neos so it would be intuitive that it would be an option however it is not.
Guest over 2 years ago in  0

User would like to have an automatic email go out about the statue warning

User would like to have automatic alert via email about statute to go to her clients
Guest over 2 years ago in  0

Ability to create a dashboard from a report

Currently there is the option to create a report from a dashboard but not the option to create a dashboard from a report. Users would like to be able to create dashboard from reports.
Guest over 2 years ago in  0

Custom Dashboards

Users would like to be able to request custom dashboards to be built for them.
Guest over 2 years ago in  0

Neos - Dashboards - Access to edit creation window after creation

Currently after you create a dashboard tile and save, you are unable to return to that initial dashboard tile creation screen/window. Users would like the ability to access that initial creation screen/window. For Neos Default tiles, would like to...
Guest over 2 years ago in  0

Neos - Party Tab - Layout between different roles

Would like the ability to select which roles to apply the same user defined layout rather than having to go into each role separately and copy the layout one by one.
Guest over 2 years ago in  0

Neos - Party Tab - Phones - Text? Column

There is currently a column titled "Call?" in the party tab, however there is not one for texting.
Guest over 2 years ago in  0

Tagging emails to another tab

Ability to tag emails to any tab in Neos.
Guest over 2 years ago in  0

Tagging emails to a separate email tab

In Neos, it would make more sense to have a separate email tab to save the tagged emails to rather than in the Notes tab. Notes for some users is specifically notes you write that you created, while the emails would be useful to have in a separate...
Guest over 2 years ago in  0