A new Create button has been added to the top navigation bar (next to Search) to allow easy access to create a new Case, Contact, Intake, Message, Text Message, or Time Entry. In addition, you can access the ability to import Intakes, and now, Cases, and Contacts from this menu. These options were previously in the General section of the + menu on the left navigation pane. Documents can also be uploaded and filed to the corresponding Case in bulk.
NOTE: These options are always available, however, you must have Add permissions to the corresponding area (Case, Messages, etc.) to create new items.
When the Create dropdown is selected, the following processes will occur.
New
Case – Displays the Case Type Selection window to Enter a New Case.
Contact – Displays the New Contact prompt.
Intake – Displays the Create New Intake tab.
Message – Displays the Send New Message tab.
Text Message – Displays the New Text Message window.
Time Entry – Display the New Time Entry window to record time spent in the case. The Staff must have Time Tracking enabled in their Staff Profile for this option to be visible.
Import
Cases/Contacts from CSV – Displays the Import from CSV window with "Intake" selected by default. Cases, Contacts, or Intakes can now be imported to Neos.
Upload Documents – Opens the Upload Documents window to drag/drop or browse for multiple files from your computer.
Unfiled Documents – Opens the File Documents Tab showing documents that are not assigned to a Case.