The ability to cc other parties when sending a text message thorugh Neos would be nice. It posts automatically to the notes, which is great. But, copying other folks via their emails would keep them in the loop without having to look at the Notes.
It would be more efficient if when you clicked on, for ex, a client's email that when you hit send it automatically posted to the notes like old Needles did and like Neos text messaging does. I spend a lot of time just posting emails to notes.
Change default search type to "contains" vs. "begins with" (in grids)
"Contains" allows the user to do more specific searches. Example: Looking for specific reports - most reports start with "Displays..." so searching by "Begins with..." is of no help at all.
Whenever emailing a case document from Neos, it would be a neat feature if the recipient would also receive a link/button they could click that would automatically open the case.
So whenever someone emails me a document from a case, I then go to Neos and search the case. It would be a really neat feature if there was a button or link that came with the email that would automatically open the case in Neos without having to ...
Remove the conflict check on phone types, specifically for "Mobile"
You can't have two phone numbers underneath the same type in the party screen. The work around is to use the flexible naming and call them Mobile1, Mobile2, Cell, Cellular...etc. This has presented issues in reporting if a contact has multiple mob...
Neos - Add Deafult Packaged Mini-Directory, and Drop Down to WC, and PI case types.
Add ICD codes as a premade mini-directory, and a predefined drop down field for user defined tab sections inside of the WC, and PI case type, this drop down should allow text searching, and multi-selection.
These codes are used to specify the typ...
I will frequently search by phone or some other "Search By" criteria other than Name/AKA and forget that I am, for example, on phone. I will enter a value and then realize that I also need to change the Search By criteria. Changing the Search By c...
When viewing the list view in case docs you have the ability to multi-select documents to send to email. However, when viewing the folder view you only have the ability to send 1 file to an email at a time. It's not convenient to have this setup b...
When generating a case document, the Full Name tag for a party includes the prefix. It is denoted in the tag itself that should only be First and Last Name and would like this to be just that. The prefix is not necessary and, if needed, the prefix...