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, ...
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...
Please consider adding "Staff 1" as an additional option in the "Column Chooser" list for the search results grid. We have only 1 attorney, so seeing the "Primary" role doesn't help us when it's always his name. Staff 1 will show us who the lead p...
Cloud - Add secondary staff to quick view pane when searching for party
When searching for a party currently, can view primary staff only. Wants to be able to view other staff assigned as well. Can user be able to edit what can be seen.
When you search for a client who has multiple cases, I would like to also see, in addition to the information currently provided:
1. All parties' full names in the respective cases
2. Summary (case tab)
3. Role
4. Name of Case Manager
5. Or...
Cloud - view role of party for each case in quick pane
When searching for a party, we have the ability to view the case #, case open date, case type, status, primary staff and date of incident, but cannot see the role party of the party in the case. It would be nice to see the role again as it is in p...
Cloud: View another staff initials on party flyout menu
When searching for a customer in Neos and selecting the party, on the flyout menu it would good to be able to change from seeing the primary staff to another staff (such as case manager initials) instead.
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