Cloud: add the function of bulk selecting checklist items & then delete
currently have to click one checklist at a time to mark it as done, then refresh the checklist to update which is time consuming. It would make it easier to select multiple items at one time and confirm changes.
NEOS- Display Multiple Time Zones on calendar items
Often clients will have multiple types of insurances on a case with active negotiations through the same company. Currently, it only sorts by company, and allowing sort by policy type will
Change default attachment format when emailing in Neos to "Link" (from PDF)
When emailing a document in Neos, the current default is to email it as a PDF. 95% of the time, I am having to change it to Link (which, I think, used to be the default). Often, I forget to do this, and have to resend emails with the proper link. ...
Neos: attach email attachments to case when composing new email
When composing a new email, you are unable to attach a file to a case. Once the email is sent, you have to go into the sent items to tag the email. It's not convenient to have to send it first before tagging everything.
Under the Permission Group or individual user Permissions it would be nice to have a label that indicates what the top drop downs are. Maybe even giving it a little info “star” that describes what it is used for.
Some firms have multiple locations as well as multiple phone numbers and maybe also a separate phone number for those who do not speak English. They would need to be able pull these fields into documents.
Ability to save word document as a PDF right from casedocs
We should have the ability to save a word document as a PDF directly from CaseDocs. That way - if I draft a settlement acceptance letter from templates, I can save it as a PDF directly and then fax it. Now we have to hit Save As in Word, and then ...
Similar to https://ideas.needles.com/ideas/NEED50-I-1212 Would like to be able to remove all AUX checklist items at once rather than one item at a time. (would be useful for when the aux checklist would need to be changed or if someone were to acc...
Roll due dates or reminders away from weekends or holidays
It would be great if there was a setting on Neos that will use week days and not weekends or holiday dates when schedling a recurring event? For example, we have some reoccuring events that get continued to a weekend date. No one is in the office ...
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