Ideas & Enhancements

Neos: Ability to mass add a note to multiple cases using a report

An example would be: I send a letter to a law firm in which we refer multiple cases to seeking an update on the case. I'd like to have a way to mass add the document and/or case note regarding this action to all of the cases in which I have referred to this specific attorney.

  • Guest
  • Jan 27 2025
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