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Ideas & Enhancements
Created by Guest
Created on Dec 6, 2023

Email from case, add assigned staff to list of emails, allow CC and BCC.

Email from case, add assigned staff to list of emails, allow CC and BCC.

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  • Guest
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    Mar 11, 2024

    This very issue came up as the attorney wanted to know why he could not easily cc me (the paralegal) when sending emails through Neos making it not user friendly

  • Guest
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    Feb 15, 2024

    The majority of emails sent by our attorneys include their support staff in the cc to keep them in the loop. The attorneys are frustrated that they cannot quickly/easily add their staff on emails originating within Neos. Not having a CC field within Neos emails and not having staff email addresses in the dropdown menu for inclusion in emails is not user friendly.