Ideas & Enhancements
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Add option to add provider from a blank search

I cannot add a new provider from the search screen. Once I complete the search and nothing comes up there is no button to add.
Guest about 3 years ago in General / Search 0

Search Grid should have 'Role' Column Chooser Option

Firm would like 'Role' (party or Provider) as an option in the search grid
Guest over 4 years ago in General / Search 0

Add Ability to Search By Anything on Case

Add ability to search by strings of numbers or other data on a case from the Search tab
Guest almost 5 years ago in General / Search 0

Search value is cleared when changing Search By

I will frequently search by phone or some other "Search By" criteria other than Name/AKA and forget that I am, for example, on phone. I will enter a value and then realize that I also need to change the Search By criteria. Changing the Search By c...
Guest almost 5 years ago in General / Search 1

Show Case Type Description (instead of Code) in Search Engine results

No description provided
Guest about 5 years ago in Search 0

Neos - Add 'Policy Number' as a search Option

Add Insurance Tab 'Policy Number' as a search option
Guest over 3 years ago in General / Search 0

User would like the ability to search for items in the Police Tab list by Accident Report Number

User would like the ability to search for items in the Police Tab list by Accident Report Number
Guest over 3 years ago in General / Search 0

Move location of select button when searching for parties/providers

When searching for a party/provider once you click on the record the select button shows at the bottom of the page. Suggest moving this to the top of the page or on the same line as the selected record but to the right of State
Guest about 4 years ago in General / Search 0

When posting emails, if have multiple emails in a matter, shouldn't have to search under name each time, should have option to post to same as a default.

No description provided
Guest over 4 years ago in General / Search 0

Custom Grid Columns

When you run a search and get the results Michael would like to be able to put custom columns into that grid. Specifically in this case he wants the client names to appear.
Guest almost 5 years ago in General / Search 0