Automation feature present when creating or modifying a checklist item.
When creating or modifying a checklist item it would be nice to have the a Automation feature available for editing instead of having to go to a case and select the checklist item and then add the Automation features.
Neos Premium Texting SMS templates right from the texting screen
With the Neos Premium Texting SMS we should have the ability to merge SMS templates right from the texting screen instead of having to create an checklist Automation in order to use it with all of the merging capabilities.
It would be great if you could see the text communication under a separate tab in the case. Similiar to how you see "docs" or "notes". makes it easier to find the text communication and communicate with the client regarding their case.
Currently when you search for a party, you can click on the plus sign to add a new provider or case, but you cannot add an intake. It would be great if you could search for a client and add a new intake for them right from the search field.
Users should be able to access all emails associated with a provider from within the Conacts tab of a case.
A client has voiced the desire to be able to send an email to all associated emails of a provider from within the case contacts tab. As it stands now, a user will be redirected out to the Provider card/Address book and then can only select one ema...
NEOS Texting- 1. Need ability to "Send" photos/media and 2. Need ability to forward calls made to the text number to main office line.
New text feature is great. Suggest, adding two-way media texting. (ability to drag and drop a single image/doc to text to client). Currently only the inbound texter can send images. 2. Some people when texting have a question then decide to try ca...
NEOS: IMPORTANT. Please add a warning when someone attempts to change the name of a party or provider
Please add a warning that the change will affect all places in Neos where the Name ID is used. Without the warning, some people may not know the implications of changing a name to the rest of the database.
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