Add Phone number, and email address of who texted to saved note.
Currently inside of Neos, when you send a text message to a client it is saved as a note; however, the phone number and the email of who texted are not saved to this note. This leaves a gap in the information of what phone number was texted and wh...
Make phone numbers include parenthesis and dashes for easy reading.
I have noticed that the parenthesis and dashes are included in the fax but not phone numbers. It makes it very difficult to read off the number or dial it into a phone if you do not have a computer based phone.
Guest
over 3 years ago
in General
2
Already exists
Allow for editing or deleting Neos Intake Pro dashboards
When upgrading to intake pro, we are able to view "Intakes Overview". In there are 3 dashboards: Intakes By Stage, Idle Leads, & Intake Checklist. These are very useful tools, however there is space for greater utility if we are allowed to edi...
Allow the import of multiple Phone Numbers through the Intake Import function
The limitation of only one phone number field per imported intake is severely limiting. There should be an option to import at least one of each possible number/email/account type per CSV form.
The example here is that I would like to copy a note to a few different cases. There is no way for me to do that short of searching and copying to the cases one at a time. It is just tedious.
Guest
over 3 years ago
in General / Search
1
Future consideration
The new related contacts field in the upper right of a case is great. However, you should be able to click on any of the listed providers and open the contact side-widow to view full contact details, revealing the standard functional contact links...
Often we have to send emails on a case to someone who is not in our contacts, nor do we want to add as a contact for a number of different reasons. Currently the only way to do this is to open Outlook and then tag the message. We would like a dedi...
1
1
