Users have the ability to send a new email directly from Neos. Save time and improve data accuracy by eliminating the need to switch between multiple systems.
New emails can be sent from the Notes Tab or from the Quick Add menu.
NOTE: You must have Add permissions to Case > Notes Tab to access the New Email button from the Notes Tab.
Select the New Email option from the Notes Tab or the Send Email option from the Quick Add menu.
When either option is clicked from the Notes Tab or while active on any other tab within the Case, the New Email window will display with the "Case Name (Case Number)" added to the Subject field by default. [screenshot]
Refer to Emailing a Note for a description of each field and sending the email.