Ideas & Enhancements

Add a topic for tag to emails

please add the topic "Discovery" and "medical records" and "Authorizations" to the drop down list when tagging an email.

  • Guest
  • Dec 4 2023
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    • Guest commented
      December 05, 2023 19:18

      This is done via Neos settings. Mini Directories and then Note Topics. And that let's you add/remove the topic for linking emails

    • Guest commented
      December 05, 2023 15:22

      The firm's Neos administrator has to do this, not Assembly.