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Ideas & Enhancements
Created by Guest
Created on Mar 9, 2023

Autofill Recipients When Emailing a Note

The ability to automatically have the Recipients field be filled with a preset of emails would hasten the process for firms that need to frequently send emails internally.

Example: You need to email 5 users in your firm and send them a Note from Neos. Having their names autofill or be selectable despite not being on the Case would reduce the processing time by bounds.

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  • Guest
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    Oct 25, 2023

    IMPERATIVE!!! or a company contacts area where we can load all company contacts and have access to a list of internal people to email to.