After an email has been tagged in Neos, the linked Case or Intake details can be accessed from within the Outlook app.
To view case information:
Select an email in your Outlook app.
Click the Tag Email button from the three dots button.
The Neos for Outlook pane will display showing the linked name.
Select the "Tag all to a different case" text to tag all selected emails to a different case. When tagging to a different case, the Note created in the original tagged case will remain in that case, and an additional note for this email will be created in a different case.
If the email address of the selected email is NOT associated with a name in Neos, a "No results found" message will display in the right pane.
NOTE: If the email sender of the tagged email is not attached to the case, no information will be listed.
Refer to Viewing Linked Neos Case Information for more details.