The Quick Add menu provides easily accessible functions within the detail view of an Intake.
NOTE: You must have at least Enabled permissions to My Intakes and/or Others' Intakes. You must also have Add permissions to Case > Notes Tab, Case > Documents Tab, Case > Checklist Tab, Messages > My Messages, and/or Others' Messages.
To access the Quick Add menu:
Click the Browse Intakes button on the left navigation pane.
Double-click the desired Intake to open the detail view.
Click the Quick Add button on the top right of the intake.
The Quick Add Menu will display with the following options: [screenshot]
Note – Add an Intake Note on the Notes Tab of the selected Intake. You will be directed to a new note on the Notes Tab.
Document – Add an Intake Document on the Documents Tab of the selected Intake. You will be directed to a new document on the Documents Tab.
Message – Add a new Message that corresponds to the selected Intake. You will be directed to the Send New Message Tab. The Case #/Intake # and Re/Client fields will be pre-populated.
Checklist Item – Add a new Checklist item to the Checklist Tab of the selected Intake. The Select Checklist Item to Add window will display, with the Checklist Tab opened in the background. Select a single item and click Add. The Intake Checklist Tab will refresh, showing the preview pane of the added Checklist item.
Special Note – Displays the Special Note field in an Intake. The Special Note is accessible from the Intake Quick Add menu. The field allows up to 2,000 characters and can be modified or deleted. Special Notes within an Intake are retained when made into a Case.
Dynamic Layout – Displays the option to select the type of dynamic layout you wish to add to the Intake. Dynamic Layouts must be created inside the Dynamic Layout Directory and customized inside the Dynamic Layout Editor. Dynamic Layout can be added to the Related Items tab of a Document, part of an existing Case Folder tab, to the Intake (detail view), or as a new tab inside the open Intake (similar to User Defined Tabs).
NOTE: Standard Dynamic Layouts are now included for all firms. To add or customize Dynamic Layouts, your firm must have the NeosAI Platinum offering. Interested firms should fill in this form or contact their Customer Success Manager or [email protected] for more information.
Automation – When Directories > Automated Workflow is enabled, the Automation option opens a New Automation tab within Neos with the Case Type of the active Intake selected by default. NOTE: Your firm must have NeosAI Platinum. Interested firms should fill in this form or contact their Customer Success Manager or [email protected] for more information.