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NEOS- Search Parameter Default Preference

Clients would like to be able to set preference with search parameters to eliminate having to reselect after using different ones.
Guest over 1 year ago in 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 3 years ago in General / Search 0

Add party role to search fly out menu

When searching for a party, the only information shown for each case are case #, open date, case type, status and primary staff. To further identify which case is what it would be helpful to add the party role for the case as well.
Guest over 2 years ago in Search 0 Already exists

E-mail Tag function in Outlook should default search by name, not e-mail.

The e-mail Tag function in outlook should default to search by name, not e-mail since the e-mail search isn't efficient. usually doesn't work and it doesn't fill in properly. Also - you have to click on "name" twice to get it it to stay on the field.
Guest almost 3 years ago in Integrations / Search 0

Search by Street Address

It would be nice to be able to search a case by street address.
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 4 years ago in General / Search 0

Allow Options for which case is opened when searching and selecting client per staff preferences

Inside of Needles Neos, when you search for a client and double click on them to select it will open the latest case under that party's name, but in some instances it would be a time-saver to be able to choose the latest of a specific case type. S...
Guest over 1 year ago in Search 0

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 4 years ago in General / Search 1

Cloud: The search function should be able to ignore "The" in a provider name.

(Michael Melonakos - mike@scinjuryattorney.com) Many law firms and providers' names start with "The" - for example, my law firm is The Melonakos Law Firm, LLC. . . so if I go to search for my law firm to add to value tab, and I type in Melonakos ....
Guest almost 3 years ago in General / Search 0

Cloud - Set Default Search

Would like to be able to set what the search defaults to. All is the most useful and it would be nice if it defaulted to that.
Guest almost 3 years ago in General / Search 0