When emailing a note from Needles, you have to create the note, save the note, open the same note, and then send it out. It would be easier to have a one-step process to export the note to your email or to use the 3 dot system that was previously used to export documents from Needles.
Guest
It would also be helpful if in the drop down where you can choose to send the email, it would show "Email to Case Manager" or "Email to Attorney"
Attachments Open full size
yes
Attachments Open full size
yes
Attachments Open full size
yes
Attachments Open full size
yes
Attachments Open full size
yes
Attachments Open full size
Yes this would be helpful.
Attachments Open full size
I agree! This was one of the first things I noticed when starting with Neos. It would also be great to be able to begin a new note while looking at other notes. Right now we have to go to the "all notes" page, then click new note. In older versions of Needles, we were able to create a new note while looking at another note.
Attachments Open full size
Great idea
Attachments Open full size
This would elevate people forgetting to email the note out if it was a one step process.
Attachments Open full size
Great idea!
Attachments Open full size
Great idea!
Attachments Open full size
This would be great!
Attachments Open full size
Yes plz!
Attachments Open full size
This would be a major time saver!
Attachments Open full size
Great!!
Attachments Open full size
This would be helpful.
Attachments Open full size
A great idea!
Attachments Open full size
I think this is a great idea
Attachments Open full size
This would be very helpful!
Attachments Open full size