When sending an email from Neos have it automatically added to notes instead of tagging it.
So when you send an email from a case in Neos. Such as clicking on an email in a case the user would like the email to automatically be tagged to the notes instead of having to tag it manually.
Please add this functionality, it would be such a better workflow. I'd almost rather not have the ability to email a note from a case if it's not going to be saved to the case. Especially when documents emailed to parties or counsel do get automatically saved to that case, it's just hard to keep in your head which type of email has to be manually tagged and which type does not when you're banging out a lot of work. I figured out how to add the Neos addin shortcut, but if you're starting out in the case you shouldn't have to remember to click that.
office.com, settings, view all outlook settings, mail, customize actions
Guest
Hooray! Looks like this is planning to be implemented according to idea #552
https://ideas.needles.com/ideas/NEED50-I-552
Please add this functionality, it would be such a better workflow. I'd almost rather not have the ability to email a note from a case if it's not going to be saved to the case. Especially when documents emailed to parties or counsel do get automatically saved to that case, it's just hard to keep in your head which type of email has to be manually tagged and which type does not when you're banging out a lot of work. I figured out how to add the Neos addin shortcut, but if you're starting out in the case you shouldn't have to remember to click that.
office.com, settings, view all outlook settings, mail, customize actions
Ensure that this also includes documents emailed from Neos.