All Providers within a Case can be added to a mailing list in Neos using an option on the Case Tab.
NOTE: You must have Enabled permissions to Case Tab and Modify permissions to Directories > Mailing List.
To add all Providers in a Case to a Mailing List:
Open the desired Case.
Select the Case Tab.
Click the three dots menu and select the Add all Providers to Mailing List option.
On the Add to Mailing List window, use either Search or scroll through the grid to locate a single mailing list in which to add all providers. The column headings can be clicked to sort the grid. Only active mailing lists will be displayed.
Click the Done button to add all Providers within the Case to the selected Mailing List.
A success banner will display when complete.



