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
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...
In addition to automatically tagging emails when sent through Needles, there are certain email addresses that are ALWAYS associated with the same case and it would be great to be able to set up some type of rule to automatically tag all emails to/...
If Needles integrated with Kenect, it would be a huge benefit for us. In the alternative, if we could at least choose and use the number we have for texting through Kenect, as opposed to email, it would make life so much easier. We use Kenect for ...
In Needles 4 and 5, each staff could select a scheduled set of time on the calendar. Example, I want the needles calendar to only show times between 9 am and 5 pm.
Guest
almost 4 years ago
in General
0
Unlikely to implement
1
