Ideas & Enhancements

Neos Texting: Send notifications ONLY to those assigned to the text conversation

Currently the functionality is to send notifications to staff assigned to the conversation AND the case. This causes a lot of unnecessary clutter in the notifications pane, especially for managerial staff members assigned to cases.

Users would like for the notifications to only be sent to those assigned to the text conversation.

  • Guest
  • Mar 27 2023
  • Planning to Implement
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  • Guest commented
    15 Oct 06:17pm

    The bell notifications needs to be changed. Text notifications should ONLY be sent to staff members texting and NOT all staff members assigned to the case. Also, maybe have an option to receive the text messages via email so they don't get lost in the notification train. Thanks

  • Guest commented
    4 Oct 06:30pm

    Can we PLEASE get emails when clients text us? Some people may not want that, but having that as a setting so people can choose to have that or not would be very helpful. That notification bell does not work well for me, it is very disorganized. Thanks for listening.

  • Guest commented
    20 Sep 05:37pm

    give users the choice ! clutter or no clutter; don't force only one option on us !


  • Guest commented
    17 Sep 02:50pm

    VOTE - Please make changes to Neos so that text notifications do NOT go to every staff member assigned to the case. We need notifications to go to specific staff members that we select.

  • Guest commented
    29 Jul 03:31pm

    We have multiple people assigned to each cases for different roles, and sending the notification to everyone assigned is a bit much. There needs to be a way to set up the text messages to go to the assigned staff member(s) or teams/departments we choose. Or just the sender of the text message, because realistically, that is the person who needs to respond or communicate with the client regarding that text.

  • Guest commented
    22 Jul 02:16pm

    These notifications can become cumbersome if the staff person is no longer on the case. For example, we have 4 levels of staff - intake team, opening team, prelitigation team and litigation team. At each phase, staff are no longer involved and new staff are introduced. Being able to only have 1 person or team receive the texts, would be amazing and lessen the amount of notifications for teams no longer involved with the case.

  • Guest commented
    16 Jul 12:28pm

    Yes please. We have teams in our office and team members not sending a text message or involved in the conversation should not be inundated with text messages not related to their work.

  • Guest commented
    18 Jan 04:53pm

    Ideally, only the sender of the SMS would receive the replies unless the sender adds another staff member. I get a lot of text for mundane case items between my clients and support staff. Checking them, only to find out it is something I know nothing about that causes a big disruption in workflow. - Frank Nunes #NunesLaw

  • Guest commented
    17 Jan 05:00pm

    Agree. Only staff listed in staff box should get notifications/texts

  • Guest commented
    30 Oct, 2023 08:36pm

    Agree

  • Guest commented
    19 Oct, 2023 05:21pm

    Agree

  • Guest commented
    19 Oct, 2023 05:15pm

    Agree

  • Guest commented
    16 Oct, 2023 09:43pm

    Correct!

  • Guest commented
    16 Oct, 2023 09:03pm

    agree

  • Guest commented
    19 Aug, 2023 12:05pm

    I agree but I think giving the option to get the response in an email or getting a notification alert in an additional manner would be helpful also. I spend a lot of my day outside of Needles working also and I miss the notification pop-up sometimes.

  • Guest commented
    14 Aug, 2023 12:43pm

    Agree!

  • Guest commented
    11 Aug, 2023 02:27pm

    Agree

  • Guest commented
    11 Aug, 2023 01:25pm

    Highly agree!!!! in our office the managerial staff is starting to ignore notifications all together due to having so many since they are assigned to 200+ cases.

  • Guest commented
    9 Aug, 2023 04:41pm

    Highly Agree! We have various staff assigned to cases to perform particular roles at different times in the case life cycle. It will make it nearly impossible to identify text messages that are 99% of the time for the primary staff position. At a minimum make a check box for all staff or Primary Staff only notifications. Even better have a checkbox for each staff position within the case that turns notifications on or off.

  • Guest commented
    21 Jun, 2023 05:26pm

    Agree

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