Option for text messages to post to notes instead of case docs
We would like for there to be an option for text responses (.txt files) to be posted to notes instead of case docs. This will make it easier from an organization standpoint and allow all correspondence to be n the same place. Thank you
Mass Update checklist and deadline codes to enable Reminders
We need a way to make a global change to specific checklist/deadline codes to enable reminders on these items so that our NEOS users get these reminders without having to set up each and every one themselves. Preferably this would assign reminders...
When you upload documents to a case on Neos there should be an option to "Select All" so you can bulk action and change the category, type, and tags of the uploaded documents. Right now you have to click the checkboxes individually to change them.
Make Calls Logs Sync Instantly (otherwise ring central is pointless) also an automatic message note which shows up and voice mail storage
It takes 2 hours for ring central call log to sync with NEO instead of instantly. For those of us who handle alot of PI calls this defeats the entire purpose because by time the calls syncs we dont remember who called or what the call is a back. A...
Play a notification sound when a new message is received. In Needles 4 when a new message was received you would hear " You have a new message". I never thought I would miss hearing that...but I do.
It would be nice if you create a user defined field that had linked information across 2 tabs in a case type. Like a field on the case tab that also appeared on the party tab that held the same dataset.
Guest
over 3 years ago
in General
0
Future consideration
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0
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