Ideas & Enhancements

Texting Tab In the Case or Intake

It would be great if you could see the text communication under a separate tab in the case. Similiar to how you see "docs" or "notes". makes it easier to find the text communication and communicate with the client regarding their case.

  • Guest
  • Mar 29 2023
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  • Guest commented
    March 30, 2023 10:50

    Yes. Neos needs a Communications Tab. Where Texting and Email's live - and where you can start new emails and texts from.