This article describes email activities saved to a Case. Emails that are posted to Neos from the Outlook Add-in or sent from Neos will create a new email activity in the Activity Feed of a Case.
NOTE: You must have Enabled permissions for the Notes Tab to filter and view activities. To access the Edit button, you must also have Modify permissions.
The Activity Feed keeps a full record of all emails filed to the Case. The Timeline view shows a condensed listing of changes.
Additional information can be accessed from the Grid view.
The expanded grid or pop-up shows changes that have been made to the following fields of emailed Notes:
Topic
Date Sent
Subject
From
Staff
To / CC / BCC
Note
Important
Select an activity to display full details of the action. Depending upon the Action Type and the fields that were updated, a pop-up with different options will display.
Click View to open the Note preview pane of the email. Click the Edit to open the Note detail view. Click Reply, Reply All, or Forward to open a new Outlook email window. Click the X to close the activity popup.
From the preview side pane, click the pencil button to display the detail view of the email in the Notes Tab. Click the ellipsis button to show options for Reply, Reply All, Forward, Download, Mark as Important, and Delete Note. Click the
to close the preview pane.
