Neos Texting: Send notifications ONLY to those assigned to the text conversation
Currently the functionality is to send notifications to staff assigned to the conversation AND the case. This causes a lot of unnecessary clutter in the notifications pane, especially for managerial staff members assigned to cases. Users would lik...
All internal email addresses should pop up when sending an email through NEOS/notes tab
Currently only OC's email pops up for us. Would like to be able to type in a few letters of anyone from my office, and specifically my paralegal, and have their email pop up when emailing through NEOS.
There should be a way to quickly see the progress/status of the DocuSign document in NEOS. After a document is sent out for signature, there is no way in NEOS to know if the document was sent and the current status of that document.
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...
Value Tab- Have the list pull items in chronological order.
It would be helpful to have the list be able to pull the medical providers into documents from the value tab in chronological order of treatment rather than in random order.
The case header color blends in with the rest of the page or information on the client case. It would be easier if the case header is a different color for fast reference.
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