Neos - Subject Field for Email Prompt in Documents Tab
It would be a good feature to add a subject field in the email prompt when you try to email a document through the Case Doc tab. It would be faster than having to open it in Outlook. Also, the bulk document email does not properly show the case na...
Neos - Adding or modifying the referred by and referred to fields on the case tab is not identified in the Activity Feed
Adding or modifying the referred by and referred to fields on the case tab is not identified in the Activity Feed. Need to be able to see any changes made to the case, no matter which field or tab.
It would be useful if the Staff field was able to be bulk updated from the the Advanced Search. Currently the field isn't available to be selected and the replace option from the staff profile is more than is needed at this time.
Rearrange the order of the attachment types available (and label them) for selection when emailing out a document. Currently the order is - PDF - Link - As Copy. Would make the most sense to rearrange them based on preference of usage: -PDF - As C...
Ability to add total from columns to last row in list/table.
As a user I wish to generate totals for columns in a table/list so that I can automatically generate totals in my merge templates without the need for Word Mail Merge codes.
In Neos when creating a transaction detail on a value item, you have the option to create a DTF. When this is created the memo line automatically fills with the provider's name, however the other information does not automatically fill in. Would l...
Single space formatting of tagged emails to the Notes tab should be an option
When you tag an email to a case and it shows up in the case tab, it is double spaced and you can't easily make it single spaced. It would be useful if we could have an option to change the formatting to make it single spaced.
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