Similar to the Documents Tab, note details can be changed from the side pane, increasing your firm's efficiency in editing and reviewing notes.
Instead of having to navigate to the detail view to make a quick change for a note, you can edit a note while on the list view, and then select another note to make additional edits all without closing the side pane.
NOTE: While Neos still only loads 50 notes at a time to adhere to best technical practices, this enhancement allows users to make necessary changes to notes in the current list view, then simply scroll to load additional notes for viewing/editing all from the same view.
The enhanced side pane also automatically saves field changes, allowing users to keep the side pane open until they're ready to move on to the next task.
NOTE: You must have Modify permissions to Case > Notes Tab to add a note from the Preview Notes Pane. Without this permission, you will need to click the pencil icon to open the detail view to continue creating a note. [screenshot]
Depending on the type of Note selected, the three-dots menu will display additional actions.
General Note – Send as Email, Delete Note
Email Note – Email actions (Reply, Reply All, Forward, Download), Delete Note
Phone Call – Call Back, Delete Note
Click the pencil button to open the detail view of a note. Click the X to close the side pane.
Click the Summarize AI button to generate a summary with NeosAI.
Edit Note Fields
Fields of a note can be changed directly in the side pane while in the Notes Tab list view, as long as the user has Modify permissions to Case > Notes Tab. Edits can be made anywhere the pencil icon displays. To make a change, hover over a field to make your edits.
NOTE: The Type field cannot be modified. [screenshot]
The Note body can be customized using font size, placement, and picture attachment options. [screenshot]
Add/Remove Attachments
Attachments can also be added or removed from the side pane. Click to open an attachment file using your Staff > Link Handling settings.
NOTE: You must have Modify permissions to Case > Notes Tab to add or delete attachments.
To add an attachment:
Click the Add Attachment button to browse for the file you wish to attach.
Select the desired file.
NOTE: Only one file can be added at a time.
When complete, the attachment will be listed below any existing attachments. Additional attachments can be added by using the same process.
To remove an attachment:
Click the trash icon to the right of the desired attachment.
Confirm your intention on the Delete attachment message. [screenshot]
Click the Yes button to delete the selected attachment. It will no longer be associated with this Note, but the file will remain on the Documents Tab for the Case and in the CaseFiles within your firm's SharePoint.
Click the No button to abort the deletion.
Notes Created From Emails
When an email is tagged in the Outlook Add-in, a note is created in Neos. The preview pane will display the Subject, Date Sent, From, To, CC, and BCC fields, as well as the email signature from the tagged email.
The Email Thread section will display at the bottom of the Preview Pane for notes created from emails. The total number of messages within a conversation will display on the top right. Scroll down to view each message, showing the newest at the top. The current/selected email is highlighted.
All messages within the Email thread can be downloaded from the kebab menu or Bulk Actions menu on the list view, or from the Download Original Email link on the Detail View.
The Notes side pane is also used when creating a new note for a Case.
Double-click a Note to bypass the preview pane and open the detail view.