Microsoft Azure single sign-on Company ID screen Next button action trigger
On the Microsoft Azure single sign-on Company ID screen when hitting enter on the keyboard it would be nice to have the Next button action trigger so that you don’t have to click the Next button.
Auto-Fill Case Caption in "Re:" Field When Sending Emails from Neos
When sending emails from Neos, would like an option to auto-fill the case name (or other data field info), into the "Re:" field. This was an option in Trial Works.
I would like to propose having unlimited Neos Today Dashboards for either the entire firm or for the admins at each firm. Neos Today Dashboards make it seamless to optimize and individualize workflows while being able to monitor KPIs for each team...
Auto Populate specific party role/ any case field when assigning a case type to a new intake
Add the ability to set a default party role when a specific case type is applied to a new intake. Party role is a custom field for the intake that has been manually added but adding the ability to set any case field to a default option within the ...
need to be able to easily edit and remove unwanted items from the checklist. There are so many on mine - hundreds - that its useless to me and probably keeps getting more bloated. i would like to purge and entirely and then add deadlines in by han...
Staff receiving many messages a day can miss important Neo messages even thought it may have a red exclamation point next to it, important message's could stand out more if the message could also appear also as an Outlook email,in certain situatio...
Need to be able to have multiple phone logs open in Communications Center, as I am often not finished typing my notes from one phone call before I have to take another call. Then I go back in and finish my notes later. It appears I must click save...
Email phone log generated from Communications Center
Need to be able to email or send internal notification of my notes from my phone call log generated from Communications Center to other staff member(s) to alert them of the call.
Communications Center add new call case/intake field
Only the CLIENT is linked to the associated “Case/Intake” field, i.e. we are only able to log phone calls from clients but no one else associated with a case due to the Case/Intake being a required field and the field not being a manually fillable...
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