If the sender of the selected email is associated with a Case in Neos, the related Case information can be seen directly within Microsoft Outlook.
To view Case information:
Select an email in Microsoft Outlook.
Click the Tag Email button from the add-in menu.
A right pane will display with the linked name in Neos from the selected email(s). Up to 5 tagged cases will display. Phone numbers, online accounts and addresses found in the linked name will display. A list of cases where the linked name is a Party will also be displayed.
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.
Click the Case Title to open the Case as a new tab in your browser. Enter your Neos credentials to log in and be directed to the selected 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 when the Case Info button is selected.
Refer to Tagging Outlook Emails and Attachments to Neos to link all selected emails to a Case or Provider in Neos.