Allow option to merge documents into one document without having to leave the merge process. You can only combine via PDF Editor which is another step and Premium Package.
Neos Message Inbox Sort Inconsistency when trying to sort by Re/Client
the sort is not consistent in that it will sometimes show by first name, prefix, or last name. It's impossible to find what you are looking for or group names together this way. See screenshot. Our attorneys receive a lot of messages and need to b...
we would like to have specific fields within Neos. the list is below. Last name is required already, can we make first name a required field? General information page Can Date of incident be made required fields? Can court name be made required fi...
Hi! Would it be possible to enable some kind of feature on Needles so that when we are in the mist of typing a message and for whatever reason Needles shuts down, the computer or power outage, etc., it saves as a draft.
Add Time Zone Field to Custom Time Function of Scheduling an Email
The ability to schedule an email is nice but there is one small issue with it. Neos uses the time zone in the staff profile to determine the proper delivery time. If I work from a different time zone, I will have to remember this fact when setting...