Ideas & Enhancements

When sending an email from the case it should be posted to the note tab automatically (similar to when sending a text)

The user should be able to post the email sent to the client via email very similar to the concept of when texting the client it post it to the case.

The user wants to be able to save time rather than doing another process of posting back to the case when sending the email out.

  • Guest
  • Aug 9 2020
  • Planning to Implement
  • Attach files
  • Guest commented
    19 Apr 01:57pm

    Any email sent from NEOS should automatically saved to the Notes tab. Saves time for the users.

  • Guest commented
    26 Jan 08:40pm

    Likewise, when emailing a note from the note tab, that email should also be posted.