Select multiple messages for deletion by holding down shift key
In Needles 4 if I wanted to clean up my messages inbox, I could select a group of messages by selecting a message 'at the top' and then scroll down to select the entire group by holding down the shift key and selecting a message "at the bottom". C...
Search for email address when posting emails to Neos
Neos should search automatically for the incoming email address when posting to Neos so that it brings up a client's case automatically without extra searching.
The Notes tab now has a subject column that fills in the subject of an email, notes, etc. but it would be nice to also have a block for Subject in the messages so that will show up in the column in the Notes tab, as well. For example, if we have 5...
Please add a create new or add another entry option to the Value Entry page so that we do not have to go back to the main value tab to add more transactions. Bonus points if we can "add for same provider" or "add for other provider." Adding bills ...
Ability to Send Envelope of Multiple Documents to DocuSign
Currently there is only a method of sending documents one by one to DocuSign with the integration. It would save time and money if there was a way for multiple documents to be sent together as an envelope from the Case Documents tab.
Pull User Information and Signature from Staff Profile when using PDF-Editor
With multiple users commenting on PDFs in PDF-editor, it would be more useful to show who made the comments. Currently, it always shows it as "Guest" no matter who make comments/annotates etc. It would also be more efficient to load and have the u...
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