Ideas & Enhancements

12 Vote

Automatic Email Tagging

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/...

Created 19 Nov 16:55

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1
10 Vote

Ability to reply to all once the neos message is fully opened

No description provided

Created 09 Feb 13:57

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1
7 Vote

Add Action from case note: Copy note into new message

Currently, we can do action - e-mail note, to copy that whole note into an e-mail (although it's clunky bc it opens up outlook 365 etc. etc.). . . how about an action to "Copy note into new message" - so that the whole note can be copied right int...

Created 02 Feb 16:28

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0
7 Vote

Neos - Rename 'Add Message' to 'Send Message'

When clicking the plus sign in the left band, it would be more intuitive if the 'Add Message' button read 'Send Message' - especially given the new message screen reads 'Send New Message'

Created 02 Feb 13:09

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1
6 Vote

User would like to be able to print message from his inbox

User would like a reported added to messages to be able to print out all the messages for all staff in his messages tab. Or just a print button in messages tab

Created 11 Feb 18:24

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6 Vote

Messages - ability to open cases from a message

While viewing message, if I need to call the client, I would need to leave the message, obtain the phone number. It would be easier to be able to 1. Call the client from the message or be able to open the case from the message.

Created 20 Jan 19:45

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1
7 Vote

ability to save multiple emails at a time from outlook to Neos

Ability to save multiple emails at a time from outlook to Neos. and the .msg going from outlook to the case folder without having to create a new folder . This was a feature in trialworks where you could open the .msg in outlook and was promised f...

Created 29 May 19:50

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7 Vote

Add Ability to Have Custom Folders in Messages

Would the like ability to have custom folders in messages to organize their messages

Created 19 Jun 15:35

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5 Vote

Suggest a simple "reminder" function to follow up on a Note or Message

Suggest a simple "reminder" function to follow up on a Note or Message

Created 16 Jan 19:36

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5 Vote

Would like a 'Send Message from Intake' Button

Firm would like to be able to send messages from inside an Intake using a 'Send Messaeg from Intake' button

Created 17 Jul 15:40

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