Ability to create a TO-DO or F/UP directly from a case note instead to having to navigate to checklist, add and then type
Also, ability to add a checklist item at the Doc tab. Include "add checklist item" along with the other options in the Bulk Action tab or the kebab menu icon (Open, Email, Download, etc.)
This would also be easier than what we've been doing in Neos by sending messages. It would be so much easier to create the TO DO or F/Up
Also, ability to add a checklist item at the Doc tab. Include "add checklist item" along with the other options in the Bulk Action tab or the kebab menu icon (Open, Email, Download, etc.)
This would also be easier than what we've been doing in Neos by sending messages. It would be so much easier to create the TO DO or F/Up