Ideas & Enhancements
The "date" field on Notes that are emails tagged from Outlook is locked and cannot be edited.
This is currently intended however being able to edit that field in Neos would be of great use to firms for sake of organizing notes according to the actual date of their appearances.
Agreed! Email should be listed by the date received, not by the date tagged to Neos. Makes for confusion in the email chronology.
We've been asking that email tags be based off the header for some time rather than the date/time of tagging the email. At minimum, we should be able to modify this so that the actual date/time received is in the notes.
Yes please, my firm has notes entered chronologically from the email chains and without this added, their notes are not in the order they expect them to be.