Ideas & Enhancements
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Allow tagging and send in one action

When tagging outgoing emails, one should have the option of tagging and sending in one fell swoop instead of having to go hit "send" separately (like Needles "Post and Send"). This is inefficient.
Guest about 2 years ago in  0

Viewable Checklist Instructions

Be able to see the instructions from the checklist screen without having to open up the details.
Guest over 2 years ago in Checklist 1

Adding more filters/columns for Mailing List Reports

For mailing lists, is it possible to add more columns to filter by, like zip code and email address? If it is not possible on the Mailing List section of the settings, can it be made into a report? Please add the option to see party emails to the ...
Guest over 2 years ago in  0

Drafting document from Checklist should prompt correct document type

When you draft a template from the case docs tab the document type can be saved as a auto fill in so it is used every time for that template. But when you draft the template from the checklist it does not fill in the document type for you. You hav...
Guest over 2 years ago in Checklist / Document Generation 0

Checklist items should have pop-up option for reminders.

No description provided
Guest over 2 years ago in  0

Ability to Overwrite and Replace existing Primary Checklist

When copying a primary checklist for a case type, an option to overwrite and remove the existing checklist items would be great for creating new checklists for existing case types.
Guest over 2 years ago in  0

Have the option for permission group permissions to override individual selected permissions.

User made the selection for there to be an option for permission group permissions to override indv selected permissions. Because it can be challenging to go back and click inherit on every staff profile permissions section.
Guest over 2 years ago in  1

Staff Permission to Add Multiple Cases to One CaseDocs Folder

It has been requested that multiple cases be able to be linked to one folder in sharepoint, enabled or disabled as a special permission in the user's staff profile.
Guest over 2 years ago in  1

NEOS- Display Multiple Time Zones on calendar items

Allowing resizing of standard fields such as "more info" will allow longer notes with more information to be visible at-a-glance
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