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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 over 2 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 over 2 years ago in General / Search 0

Search by Street Address

It would be nice to be able to search a case by street address.
Guest over 2 years ago in General / Search 0

Allow exact searches to be an option

A user uses a provider often that is named SSA. When you go to search for SSA the search will pull every single name in Neos with the letter S S A in alphabetical order. So you will have to scroll through 50 names to find the actual provider that ...
Guest about 1 year ago in Search 0

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 about 1 year ago in 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 about 2 years ago in Search 0 Planning to Implement

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 about 2 years ago in General / Search 0

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 over 2 years ago in Integration / Search 0

NEOS - Distinction in Search between Party and Provider

At a glance there is no distinction between a party and a provider when searching. You have to click on each one to get any information on the name.
Guest almost 2 years ago in General / Search 0

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 almost 2 years ago in General / Search 0