Ideas & Enhancements

4 Vote

Cloud: Default Search by "Name" in Email Tags

Per Ashley Burris at Schmidt Kramer (aburris@schmidtkramer.com): I think the default search in the email tag should be Name, not email. I would never be able to search for anyone's email and always use the name.

Created 17 Jun 20:58

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2
4 Vote

Create a prompt or action in Needles that sends a message to a user whenever a new case is created

When an intake is assigned to a staff member a notification will pop up and a sound plays. It would be beneficial to have the ability to apply to new cases. Having some sort of message be sent to staff 1 or a pop up window would help..

Created 04 Dec 17:03

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4 Vote

Add Ability to Sort by Client Name in Messages

Users like to sort by client name in messages. This was something they could do in 4.

Created 14 May 20:46

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3 Vote

Messge Tab - Add a Scroll Bar to Message Notes

Messge Tab - Add a Scroll Bar to Message Notes

Created 05 May 19:01

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2 Vote

Message presentation in Neos

#124479. Fetterman and Associates. Silvia Falconi would like to see the presentation of messages in Neos to be more cleaned up when they are posted from emails. She included an email of what she means. She things the information is unnecessary.

Created 14 Apr 15:25

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3 Vote

Add ability to hyperlink Docs from the Case Docs tab in messages

Add the ability to hyperlink documents from the Case Docs tab into messages for less clicking

Created 18 Jun 17:35

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1
3 Vote

Sending messages from case - From field shows the same information as the Re/Client field

User would like the 'From' field to display the same information that;s in the 're/client' field when sending a message from case

Created 15 May 17:59

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1
2 Vote

Cloud: "Attach Files" add-in feature - Request to Accelerate

Per David Cohen at Cohen Kolodny Abuse Analytics: "We get emails with attachments non-stop, all day. The lack of this feature is creating difficulties with our document management and enabling it, would resolve those problems. I would imagine that...

Created 11 Jun 13:14

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2 Vote

Notify Multiple Staff when a Note, Message, Calendar Event

Tag another user in a note upon saving, which would give the tagged user a notification or message about that note. - Tag a case/send a message from a case which auto-populates the case information in the message (this was a feature in a previou...

Created 02 Jun 19:07

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2 Vote

Cloud - expand messages notes box

It would be easier to read and write messages if the box can be expanded just like the notes tab within a case.

Created 04 May 19:26

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