A new message can be created from the Messages tab or from the Create menu on the top navigation bar.
NOTE: You must have Add permissions to My/Others' Messages to create new messages.
To create a new message:
From anywhere inside Neos, click the Create button on the top navigation bar.
Select the Message option.
Or, from inside the Messages tab, click the + Add button.
On the Send New Message tab, complete the following fields:
a. Urgent – Click the check box if the message is urgent. Urgent messages will display an icon
in the Urgent column of the List View.
b. To – Use the dropdown to select the active Staff or Staff Group to whom the message should be sent. This is a required field in order to send a message.
c. CC – Use the dropdown to copy this message to other Staff.
d. Message – Use the text field to enter notes that pertain to the message. This field will automatically resize as you type, displaying a scroll bar after 15 lines of text.
e. Caller – Enter a fragment of a name to search the name in your Neos database and click the Search icon
. To insert a matched name, click the Select button. If the name is not found, click the + New Provider button on the Select a Party window. Refer to Adding a New Provider from Search for more details.
f. Firm – Enter the Firm name in the text field. This field may be populated with content from the selected sender in the From field.
g. Phone – Enter the phone number that corresponds to the sender of the message. This field may be populated with content from the selected sender in the From field.
h. Ext – Enter the phone number extension, if needed.
i. Case #/Intake # – Use the search field to locate the Case or Intake number that should be linked to the message. Select the matching Case or Intake from the results. The full Case/Intake number, Re/Client, and Alt Case #, if applicable, will be populated in the corresponding fields.
j. Re/Client – Use the search field to locate the Provider that should be linked to the message. If a Case/Intake is linked to the name, it will populate in the Case #/Intake # field when selected from the search results.
k. Alt Case # – Use the search field to locate a case by its alternate case number. The Case # and Re/Client fields will populate when the case is selected from the search results.
l. Contact Options – Select the desired checkboxes that pertain to the message: Telephoned, Came To See You, Returned Your Call, Please Call, Wants To See You, Will Call Back. These contact options are deselected as the default.
Click the Send button to send your message to the selected staff. If a Case is associated with the message, click the Post and Send button to first post the message to the Case Notes Tab and then send it to the selected staff. Click the Discard button to revert your last changes. Click the X on the Send New Message tab to close the tab.
