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Should Not Need to Tag Emails From Sent Folder When Sending From Case Docs

When I email a document from Case Docs and open the email in Outlook, I cannot then tag that email from the Outlook tab. I click on tag, and then it greys out. Even when I send the email, it will not tag. My workaround is to go into my Drafts fold...
Guest 18 days ago in  0

Option to Minimize or Draft an Email

We would like for Neos to incorporate a function that allows us to minimize or draft an email. Scenario: I'm in the middle of drafting an email within Neos, but I get a call and have to source information from our environment. I am now required to...
Guest 21 days ago in  0

Add a form to set permissions by individuals VS groups.

Would love if there was a feature added to where some of our leads can view staff members messages BUT limits viewing attorneys or management messages.
Guest 21 days ago in  0

Ring Central's Call Log should support the ability to email the call log after it’s posted.

Ring Central's Call Log should support the ability to email the call log after it’s posted.
Guest 21 days ago in  0

Ring Central's Call Log should support the ability to create an appointment from the call log

Ring Central's Call Log should support the ability to create an appointment from the call log
Guest 21 days ago in  0

Ring Central should support the ability to update the contact record from detail pane

Ring Central should support the ability to update the contact record (phone numbers, emails, etc) directly from the detail.
Guest 21 days ago in  0

Ring Central should allow all contacts associated with a case

Ring Central should allow all contacts associated with a case to appear as a selection, not just the party contacts.
Guest 21 days ago in  0

Ring Central ability to add a new contact record directly to a case

Ring Central should ability to add a new contact record directly to a case from a button on the detail window.
Guest 21 days ago in  0

Utilize tagging within a note

It would be helpful to utilize tagging within a note so a request for work product can be made, generated and reviewed all in one note and each party involved can be tagged for every step in one place within Neos. The document pertaining to the no...
Guest 21 days ago in  0

Negotiation Screen

The negotiation screen is sortable by date, but it also needs to be arranged in order per day, by time. Some cases have several rounds of negotiations in a signal day that need to be tracked, and they do not appear in the order of the offers and d...
Guest 21 days ago in  0