Ideas & Enhancements

53 Vote

SMS on Neos

It would be really helpful if when messaging a client from Neos the responses would go back into Neos instead of going into Outlook.

Created 02 Mar 16:50

Messages

6 Shipped
17 Vote

Cloud - Send Message from Case

In previous versions of Needles, you could send a message from the cases from the case tab. In Neos, you have to open up a message and then link it back to the case. It would be nice to have the "Send Message from Case" option back.

Created 04 May 21:06

Messages

0 Shipped
7 Vote

NEOS - Email Notifications

There should be the ability to set up email notifications for messages and intakes.

Created 03 Aug 21:25

Messages

0 Shipped
5 Vote

Cloud: Add Paging Arrows to the Notes Tab

Another suggestion would be to make the notes section a little easier to read. With the actual box to type your note so far down the page, it makes it difficult to navigate. I think we should have paging arrows on the notes tab similar to the part...

Created 17 Jun 21:08

Messages

0 Shipped
1 Vote

Searching via Phone when tagging from Outlook

When we receive texts back via e-mail, there is no name and we can't see what we sent to them to help identify the person we are contacting. It would be very helpful if when we try to tag that text from our e-mail, we can search via telephone in t...

Created 26 Jun 13:57

Messages / Search

0 Shipped