Ideas & Enhancements

When sending an email from the case it should be posted to the note tab automatically (similar to when sending a text)

The user should be able to post the email sent to the client via email very similar to the concept of when texting the client it post it to the case.

The user wants to be able to save time rather than doing another process of posting back to the case when sending the email out.

Guest
Aug 9 2020
Already exists

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Guest commented

April 19, 2022 13:57

Any email sent from NEOS should automatically saved to the Notes tab. Saves time for the users.

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Guest commented

January 26, 2022 20:40

Likewise, when emailing a note from the note tab, that email should also be posted.

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