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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 2 years ago in 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 2 years ago in 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 over 3 years ago in General / Search 0

Search fields default to “contains” at all times and in all places

Search fields default to “contains” at all times and in all places
Guest almost 4 years ago in General / Search 0

Cloud - When double clicking party name after using search, having functionality to open recent case instead of first case that was ever created

When currently searching for a party and double clicking on the name, it currently opens up with the first case that was created for the party (in the case where there are multiple cases linked with the party). Would be more useful to instead of i...
Guest almost 4 years ago in Search 0

Neos - Staff 2 should be listed in Case Search or preview

The Neos case search feature displays case rows and preview, but to access other Staff assigned to cases, you have to enter the case, click on Case tab and scroll down. It would be great to have the ability to show certain staff in the Search rows...
Guest almost 4 years ago in General / Search 2

Cloud - Add a url for search

Adding a URL to the search will give the ability for 3rd party applications such as RingCentral to run searches of the caller ID into our system. As an example, this is what is use for Salesforce: https://my.salesforce.com/search/SearchResults?sea...
Guest about 4 years ago in Integrations / Search 0

Search Screen Add Staff 2 under Cases

Add Staff 2 to the Sreach screen as a Search By criteria, as a column about Cases and as a Column Chooser.
Guest over 4 years ago in General / Search 0

Sort by Address in Search Results

When you get returned search results you are very minited in what you can sort by. It would be nice if you sould sort by things like address or zip as well.
Guest over 4 years ago in General / Search 1

AKA names in search results should be formatted in a bold red font to make them stand out

In Needles 4, AKA names in search results were formatted in a bold red font that made them stand out. In Needles 5, they have the same font as the rest of the general information, making it take longer to determine if you have the correct name.
Guest almost 5 years ago in General / Search 0