Ideas & Enhancements

1 Vote

Transfers on RingCentral

When a staff member transfers a call to voicemail, it will show up on the communication page so that the admin can see if calls are being send to voicemail or not.

Created 24 Jan 21:59

0
2 Vote

Dashboard - Add ability to double click to jump to case

Add ability to double click to jump to case

Created 08 Apr 19:47

General

0
2 Vote

Export Mini-Directory Data to CSV/PDF

It would be an extremely useful feature to be able to port the data, and options that are made in a mini-directory to a CSV file, or PDF. There are moments in time where different staff need to be aware of what categories are needed to be used on ...

Created 07 Apr 17:41

General

0
3 Vote

Add Ability to Search By Anything on Case

Add ability to search by strings of numbers or other data on a case from the Search tab

Created 18 Jun 20:41

General / Search

0
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

Messages

1
1 Vote

Post message to case from someone else's inbox - the information from the original message should remain intact

If I go into someone's inbox, sent folder, and post one of their messages to a case, it posts with my name, today's date, and does not show whose message it actually is. Staff should be able to post messages from other people's inboxes in case the...

Created 20 Jan 20:11

0
1 Vote

Dashboard grouping and sorting - allow grouping or sorting on multiple columns instead of just one

This is useful to get more granular with the data I want to pull. For example, show all cases assigned to Case Staff "Paralegal", and sort by both the Paralegal field and the Assigned field.

Created 20 Jan 19:05

0
1 Vote

Myoffice Tupperware

This post will explain Myoffice Tupperware com login. Are you trying to find the Myoffice Tupperware login page and not able to discover the web website? So, go through this short article mindfully and get every information about My Tupperware Log...

Created 19 Jan 10:55

1
2 Vote

Neos - Add ability to have instructional text on tabs

In N4/N5 users could add instructional text to tabs in the tab set up - this would be to provide instructions to staff on how to enter data on the screen. The text would display above or below actual data entry fields.

Created 30 Mar 17:41

General

0
2 Vote

BI Software Integration

Mr. Keener from the Keener Law Firm wants to suggest that we integrate some BI software with Neos because he likes to generate charts and graphs. Also, he was suggesting if Neos would be able to in the future be able to generate charts and graphs....

Created 30 Mar 15:28

Integrations

0