Ideas & Enhancements

Neos - Mass Update Notes

  • Guest
  • May 12 2021
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  • Guest commented
    May 12, 2021 15:48

    Currently, inside of Neos, you are able to a note from one case to another companion, or you can search and select which case you wish to copy the note to; however, inside of Needles 4, you were able to generate a report, and copy a note to all of the cases inside of the report. This is a huge feature for a lot of clients, and it makes life easier when the note is something that needs to be added 100+ cases, and it is not feasible for users to search, and add each case because in some instances there are 600+, or even more.