Ideas & Enhancements

Ability to create a TODO item from a case note

Ability to create a TO-DO or F/UP directly from a case note instead to having to navigate to checklist, add and then type

  • Guest
  • Jul 3 2023
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  • Guest commented
    1 Aug 05:03pm

    This would also be easier than what we've been doing in Neos by sending messages. It would be so much easier to create the TO DO or F/Up