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Ideas & Enhancements
Status Planning to Implement
Categories General
Created by Guest
Created on Aug 9, 2020

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.

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  • Guest
    Apr 19, 2022

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

  • Guest
    Jan 26, 2022

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