The + Quick Add menu allows new records to be added quickly from within any tab of a Case. These options were formerly part of the + Add menu on the left navigation pane. The available options will depend on the tabs that are enabled.
NOTE: You must have Add permissions to the corresponding area (Party, Note, etc.) to create new records.
When the + Quick Add menu is selected, the following processes will occur.
Party – Displays the Party Tab with the Select a Contact window to add a new Party.
Note – Displays Note Tab of the Case with the right side pane opened to add a new Note.
Send Email – Displays the Notes Tab with a New Email window.
Document – Displays the Documents Tab with a new Document screen to upload a document.
Message – Displays the Send New Message Tab. The following Case/Intake fields will be populated from the active Case/Intake: Case #/Intake #, Re/Client, and Alt Case #.
Time Entry – Displays the New Time Entry window to record time spent in the case. The Time tab must be an active tab for the Case Type in order for the Time Entry option to be visible.
Checklist Item – Displays the Checklist Tab with the Select Checklist Item to Add window.
Special Note – Displays the Special Note field in a Case. The Special Note is accessible from the Quick Add menu on a Case. The field allows up to 2,000 characters and can be modified or deleted.
Dynamic Layout – Displays the option to select the type of dynamic layout you wish to add to the Case. Dynamic Layouts can be added to the Related Items tab of a Document, the Case Tab, Party Tab, Value Tab, Insurance Tab, Counsel Tab, or as a new tab inside the open Case (similar to User Defined Tabs). Standard or customized Dynamic Layouts are found in the Dynamic Layout Directory.
NOTE: Standard Dynamic Layouts are available for all firms, regardless of your Neos plan. If you wish to create new Dynamic Layouts or utilize the Dynamic Layout Editor, your firm must have NeosAI Platinum. Interested firms should fill in this form or contact their Customer Success Manager or [email protected] for more information.
Print Postage – With the Stamps.com Integration enabled, the Print Postage workflow is available. The integration allows postage and shipping labels to be created from inside Neos and the option for Case Notes and/or Value entries to be automatically created when successfully printed.
Automation – When Directories > Automated Workflow is enabled, the Automation option opens a New Automation tab within Neos with the Case Type of the active Case selected by default.
NOTE: Your firm must have NeosAI Platinum. Interested firms should fill in this form or contact their Customer Success Manager or [email protected] for more information.