Option to Keep Note/Message Topic Label from the Original Sender or Change It
As is, the sender might send a message under the topic "client call' and the recipient has to again label it when responding. It would be greatly appreciated to be able to simply keep the original topic label OR change it if needed.
Allow user to organize the order of "type" in case docs for their workload.
"Types" are organized alphabetically. Each employee may be in one area more than another, it would make their work more efficient to organize the types to suit their work than to have it be alphabetically. If your work is in something at the end o...
The current setup is that we use the NEOS Outlook add-in to tag the email, then open NEOS and manually bill for drafting or reviewing said email. It would be very helpful if that could be streamlined so that the plugin allows for emails to be tagg...
While I appreciate Neos' built-in text-via-email feature, using an office-wide service like Text Request for communicating with our clients is essential. I'd LOVE to be able to integrate the two systems.
Please make entering entries into Value page more intuitive.
Often, we have numerous entries for dates of service. Please make it so there is a more efficient way to create entries in the Value page, rather than having to "go back" and select "add" again. Once an entry is created, populate "add" on the same...
Ability to type in the date rather than have to click the date on calendar
Please let us override the defaulted date in the Value entry. Rather than having to click on the calendar and find the exact date, please make it so we can type in the date. Will save so much time!
When checking a future date to see if you are available on the calendar, if you need to add something on the date you are on when you "add" it stays on the date you are on and does not default back to the current day
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