Ideas & Enhancements

2 Vote

add "note" or "Preference" section in Party

Sometimes our clients prefer to be contacted via text, email, etc, versus being mailed. A section to select our client's preferred mode of contact would be beneficial.

Created 26 Apr 15:47

0
3 Vote

Neos - Add data from a Case Calendar Item to the Outlook Calendar item.

In the current state of Neos, whenever add an event to the Case Calendar the information that is sent over to outlook through the sync process is the Date and Time, and the notes section; however, there is plenty of other data that the Case Calend...

Created 08 Jan 23:52

Integrations

0
1 Vote

Multiple emails, notes, documents open at one time

Preparing reports for adjusters and others often information is spread across various documents, emails, notes and having them open one time in order to draft a cohesive report is much easier than open and closing and relooking for another documen...

Created 09 Aug 21:41

0
1 Vote

QB online doesn't push back the check number back into the value tab

Along with the other QB online issues that have been reported as needing fixed (Description automatically going into memo line/ Automatically elect to print later) -- The QB online doesn't automatically send back the printed check number into the ...

Created 09 Aug 15:03

0
3 Vote

Neos: Ability to print Case Docs and Records tab

Currently, if you're using the browser print feature to print what's on the screen for Documents and Records tab, it does not show the data. It would be nice to have the print capability for these screens to display what has been entered for each ...

Created 07 Jan 19:08

General

0
4 Vote

Needles Post and Sent

Posting Of Emails entries should be as easy as texting with no discretion by the user. Automated Automatically.

Created 23 Sep 13:59

General

1
4 Vote

Search Screen Add Staff 2 under Cases

Add Staff 2 to the Sreach screen as a Search By criteria, as a column about Cases and as a Column Chooser.

Created 23 Sep 13:51

General / Search

0
1 Vote

write for us travel

Embark on a literary expedition with Write for Us Travel, as your narratives create a tapestry of cultures, landscapes, and human connections.

Created 08 Aug 10:34

0
2 Vote

Tagged Emails Should Link to the Case

After tagging an email to a case, especially since there is no ability to change the name of a document, there should be an option to then go into that case, particularly the Case Docs tab of that case so that one can then easily change the name o...

Created 20 Apr 14:07

0
2 Vote

Needles 4- Send Notes to the time tab

It would be useful if we could send notes to the time tab to make entering time entries easier.

Created 19 Apr 17:38

0