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.
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 ...
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
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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 ....
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.
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