Team would like ability to reorder the case tabs based on user preference, so they can easily navigate between the tabs they use frequently when working on a case.
Allow setting the source mini directory default value.
Currently, inside of Neos, you are able to add, modify, and remove entries from the Source/"How did you hear about us?" mini directory; however, if a user were to remove the "Other" as an option by disabling, or deleting this option it will contin...
Messages: If a case #is entered, it should put in the client name
Messages: If a case #is entered, it should automatically put in the client name. I have multiple messages that only have a case number and I have to open the case to see who the client is.
I made a suggestion, but later realized a similar one had already been posted. I went to try to delete my suggestion, but was unable to do so. So my only option was to edit my suggestion. So I edited it to this--the ability to delete your own sugg...
Please add support for changing the email address of any staff and preserving the historical calendar item assignments made to the old address. When changing a staff email, it would be best for the calendar event's in the system to update, and ref...
When creating a template, we should be able to edit the order the fields are displayed in the generate template page.
When filling in templates, the order of the entries should be able to be customized. Many templates will have fields that are numbered in a particular manner, however in this page, those fields have a chance of appearing in an unclear/undesired or...
Would like to be able to edit the text within a calendar item's notes the same way one can do so in the notes tab. (i.e. changing text color, font, formatting etc)
When you use the search to find a case, it would be useful if you could see the staff assigned for example Case Manager. That way it would be easier to find who someone needs to talk to without the extra clicks of opening the case and trying to fi...
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