When emailing a note from Needles, you have to create the note, save the note, open the same note, and then send it out. It would be easier to have a one-step process to export the note to your email or to use the 3 dot system that was previously used to export documents from Needles.
Guest
This would bring back some much-needed relief for our staffs and get us back on track with creating efficiencies in the system
This would be so helpful!
Cindy Clanton
Cindy Clanton
Paralegal for the Firm
Morris & Dewett, LLC | 509 Milam Street | Shreveport, Louisiana 71101
(d): 318-841-1608 | (o): 318-221-1507 | (f) 318-221-4560
cclanton@morrisdewett.com | Firm Website
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That would be amazing.
This would be amazing.
Great idea.
absolutely!
This would make it so much easier.
yes
Please implement this as soon as possible. This will make life so much easier and less forgetful.
It would also be helpful if in the drop down where you can choose to send the email, it would show "Email to Case Manager" or "Email to Attorney"
yes
yes
yes
yes
yes
Yes this would be helpful.
I agree! This was one of the first things I noticed when starting with Neos. It would also be great to be able to begin a new note while looking at other notes. Right now we have to go to the "all notes" page, then click new note. In older versions of Needles, we were able to create a new note while looking at another note.
Great idea
This would elevate people forgetting to email the note out if it was a one step process.
Great idea!