Staff would like to see some of our custom data in the header, based on custom fields. We would like the ability to add our custom fields instead of just the Neos standard fields.
I was wondering if you could make an email once it's sent say if it had been tagged, I know it shows when I tag an email in my in box but If I send an email to co-workers they cannot tell if I have tagged it.
Add option to allow minimizing the QB Integrator to the taskbar
The QB Integrator currently closes AND minimizes to the system tray. We'd like to have the option to minimize the integrator to the taskbar so we don't have to keep going into the system tray to open the integrator back up.
We have English and Spanish speaking clients. Would like to be able to code templates so they generate conditionally based on the language code (we use ID code on party tab).
Neos: provider card: Be able to select which account or phone number is the default contact
Currently it is not simple to change which phone number or email is the default contact. To do so you would have to delete and re-add numbers or emails to change the default. There should just be a toggle when you edit the number to make it the de...
Be able to put in both the callers information and the case information with out it cancelling each other out.
as of now you can not put in a caller information and the case information because it automatically changes it to the case info . There should be a way you can add the caller and the case info. into one message without it changing to one or the ot...
In the new release, if you have the billable option turned on, you are now required to add a time entry to the value tab. Our firm would want to see the time entries on the time tab, not on the value tab. With the value tab entries, the subtotals ...
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