Reassign Date is not a filter in dashboards. The only time reassign date shows up as an option is when the "Select Primary Record" is set to "Case" (not case with value or any others) and then the reassign date is only a selection in the columns n...
Rich Text/HTML capabilities in Neos Messages and document links
It would be awesome if we could have rich text or html abilities in neos messages so we can do things like underline, and create bullet points and links within the message. Presently, the messages are plain text only, do you cannot do things like ...
Currently the Notes in Neos are set to show the beginning of what is a plain text box, and for tagged emails and messages this means different messages all have the same preview. It's been requested that tagged emails and messages display the mess...
In Mass Update for Companion cases you should be able to copy the information from the fields
When mass updating companion cases the option to copy field information from another respective tab in the case should be available. It would be easier than having to manually enter the details in the mass update, especially if the information is ...
Should be able to change a Doc name in Document folder in NEOs. Right now, I have to go to Sharepoint to do it, but it does not change the name in the Neos Doc tab. That is an issue
Automatically add new clients (cases that are opened) to the General Mailing List in NEOS (or at least have an option to turn it on or off) We just had to go back 6 months to add each new client one by one since converting over. Had a rep on the phone and said no way around it.
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