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Neos - Add 'Deceased' and 'Minor' to Party box in Search

When searching for a client, you should be able to see the 'Minor' and 'Deceased' in the party box, along with role
Guest over 3 years ago in General / Search 0

Search - Default Highlight the Newest Case

When searching for cases, have the most recent open case as the default higlighted case
Guest over 4 years ago in General / Search 0

Search fields default to “contains” at all times and in all places

Search fields default to “contains” at all times and in all places
Guest almost 4 years ago in General / Search 0

Cloud - When double clicking party name after using search, having functionality to open recent case instead of first case that was ever created

When currently searching for a party and double clicking on the name, it currently opens up with the first case that was created for the party (in the case where there are multiple cases linked with the party). Would be more useful to instead of i...
Guest almost 4 years ago in Search 0

Neos - Staff 2 should be listed in Case Search or preview

The Neos case search feature displays case rows and preview, but to access other Staff assigned to cases, you have to enter the case, click on Case tab and scroll down. It would be great to have the ability to show certain staff in the Search rows...
Guest almost 4 years ago in General / Search 2

Drop Down on Search box showing last Searches

Drop Down on Search box showing last Searches - I frequently need to search for the same term a few times in a short period (ie working on something, a call comes in and I need to search for the call, then go back to what I was doing). It would be...
Guest almost 5 years ago in General / Search 2

Cloud - Add a url for search

Adding a URL to the search will give the ability for 3rd party applications such as RingCentral to run searches of the caller ID into our system. As an example, this is what is use for Salesforce: https://my.salesforce.com/search/SearchResults?sea...
Guest about 4 years ago in Integrations / Search 0

Change the color of the Save button

One thing I always have to search for, though I know its general location, is the save button on the main screen for each of my clients when I want to save my work or notes. It would help greatly if the save button was another color than blue, ...
Guest about 3 years ago in General / Search 0

Color coding for when Minor or Deceased statuses are checked in Neos

Color-coded text if client is checked as minor or deceased, is being requested. So for example, if the Minor checkbox is checked in the case party setup, the party name will appear as green in the general search, and then red if the Deceased check...
Guest about 3 years ago in General / Search 0

Search Screen Add Staff 2 under Cases

Add Staff 2 to the Sreach screen as a Search By criteria, as a column about Cases and as a Column Chooser.
Guest over 4 years ago in General / Search 0