Similar to the Case/Intake Notes Tab, the Contact Communications Tab allows you to view Email Notes, download, edit, reply, forward, or delete, and summarize with NeosAI.
NOTE: You must have Enabled permissions to Provider > Communications Tab.
To edit Email Notes, you must have Modify permissions to Provider > Communications AND Case > Notes Tab.
To delete an Email Note, you must have Delete permissions to Provider > Communications Tab AND Delete permissions to Case > Notes Tab.
To summarize an Email Note, your firm must have NeosAI AND you must have the NeosAI Special Permission.
Single Email Actions
Within the Communications Tab > Email view, actions can be performed for individual Email Notes. Click the three dots menu to access the available options. Refer to Actions for Emailed Notes for more information.
View Note – Opens the detail view of the Case/Intake Email Note in a new tab.
Download Email – Obtain the original Email as a .eml file that can be opened in any desktop mail program. If a default mail program is not recognized when clicking the file, you will be prompted to select from a list of options. NOTE: Ensure you have Popups and redirects enabled for Neos.
Reply – Prefills only the original sender in the To field, the Subject, and the original emailed Note in Outlook Online. Your email address is placed in the From field.
Reply All – Prefills all recipients from the original emailed Note in the To field, CC field, the Subject, and original emailed Note in Outlook Online. Your email address is placed in the From field.
Forward – Prefills the Subject and original emailed Note. Also contains attachment(s) from the original emailed Note in Outlook Online. The To field is blank and your email address is placed in the From field.
Delete – Delete the single email Note. Refer to Deleting Notes for more information.
Bulk Email Actions
Email Notes can also be actioned in bulk. Select one more checkbox to display the Bulk Actions menu above the grid.
Delete – Delete all selected Email Notes. Refer to Deleting Notes for more information.
Edit – Modify particular fields of all selected Email Notes. Refer to Editing Notes for more information.
AI Summarize – All selected Email Notes will be summarized with NeosAI in the background, so you can continue working on your current screen. Refer to Summarize Documents for more information.
The AI Generated Summary can be accessed from the Email Note preview pane or from the detail view.
