Ideas & Enhancements
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NEOS - Search results - Most Relevant

Would like it if the search results would have the option to show the most relevant items matching what was searched, i.e. Ross would show anyone with the surname ross rather than starting alphabetically at items similar or containing the string '...
Guest almost 3 years ago in Search 0

Ability to copy/move notes to multiple cases (which are not linked as companion cases)

This would be very helpful to mass tort firms who may have 3,000 individual cases that are related. It is not reasonable or practical for them to search for and select each client individually. The only suggestion/thought that I have is that a ful...
Guest about 3 years ago in General / Search 0

Add Ability to Search Calendar

Customers would like to be able to search the name of the event or a name and see all events with that keyword
Guest almost 5 years ago in General / Search 1

Choose Columns to display in Search Engine Results

The firm has requested the ability to add columns in the search window based on the fields from provider entry, such Specialty. This would make it easier to identify the correct provider, instead of having to highlight each one to see the specialt...
Guest about 5 years ago in Search 0

Neos: Reduce the amount of clicks when Copying/Moving files from one case to another

Upon selecting a file and choosing copy to another case, I’m presented with a blank screen and a few buttons. I must click a button to perform a search for a case. (1 click too many. The search dialog should be immediately presented if there is no...
Guest almost 3 years ago in Search 1

Neos - Display Staff 2 in the case preview when searching for Cases

When searching for cases, primary staff is shown in the case preview, but it is often necessary to transfer calls to other staff of the case. It would be great to have the ability to customize what columns are shown in search results, as well as i...
Guest almost 4 years ago in General / Search 0

Cloud: When searching for someone, provide in the search results how the person is related to the case such as in v5.

It would be helpful to see what type of party each personal is, I.E. Plaintiff, Defendant, instead of having to open the case completely to confirm who the party is.
Guest about 4 years ago in General / Search 0

The Search box is too short for the font style.

The Search box is too narrow for the font style. It cuts off the tails from lowercase letters. Sometimes, when I come back to the box after being called away on another task, I have to do a double-take and ask myself, “Did I type a g? Or was it a q?”
Guest almost 5 years ago in General / Search 0 Unlikely to implement

Make the cursor default more logical/intuitive

Example: in the "Select a document" box when generating a document, the cursor should default to the first search box (in this case, document #). When you clicked on generate document in 4.x, users knew you could start typing the doc number right ...
Guest almost 5 years ago in General / Search 1

Ability to Calculate Date Fields- Neos

Would be super useful to be able to calculate dates-in-status for cases. This function would allow reports to be more compressive and robust. Please either add this to advanced search or make it a default report option.
Guest about 2 years ago in Reports / Search 1