Ideas & Enhancements

Neos - Printing Notes directly from tab

User would like to print selected (single/multiple) notes to print.

  • Guest
  • Jun 4 2020
  • Already exists
  • Nov 2, 2020

    Admin response

    You can right click on any grid to export to csv/xlsx and customize format for printing through Excel. Printing a single note from the notes detail is only possible right now from the browser print options. A native print option for Notes detail is still under consideration.

  • Attach files
  • Guest commented
    March 17, 2023 18:10

    That's not true you cannot right click export to csv/xlsx from Notes tab. Other grids you can but not the Notes tab. We should be able to select multiple or all notes and bulk actions export to pdf or print.

  • Guest commented
    February 23, 2021 21:17

    I would love to be able to bulk print selected notes that show up on a header with the client information included.

  • Guest commented
    January 31, 2021 03:25

    I would also be nice to have the Header print at the top of the note. Many times as files are transferred to different departments in the office, The Name of Client, SOL, Alt Case # etc can be easily identified without looking behind the printed note. I do see the name of the client and case number already prints on the top of the note, however, it is not enough information and it is a smaller font.

  • Guest commented
    October 01, 2020 15:50

    Elk & Elk would also like to be able to print specific calendar or value items, as well as individual notes.

  • Guest commented
    August 28, 2020 20:11

    Also ability to print messages easily from the message screen