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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 over 4 years ago in General / Search 0

NEOS - Alt Case Number in OL Search

Not all firms go by the Needles case number. It would be nice to be able to see the alternate case number when searching a case to tag it in outlook.
Guest over 3 years ago in General / Search 1

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

Cloud - Add secondary staff to quick view pane when searching for party

When searching for a party currently, can view primary staff only. Wants to be able to view other staff assigned as well. Can user be able to edit what can be seen.
Guest almost 4 years ago in Search 0

Clients With Multiple Cases

When you search for a client who has multiple cases, I would like to also see, in addition to the information currently provided: 1. All parties' full names in the respective cases 2. Summary (case tab) 3. Role 4. Name of Case Manager 5. Or...
Guest almost 4 years ago in General / Search 0

Cloud - view role of party for each case in quick pane

When searching for a party, we have the ability to view the case #, case open date, case type, status, primary staff and date of incident, but cannot see the role party of the party in the case. It would be nice to see the role again as it is in p...
Guest almost 4 years ago in Search 0

Adding more options to the search within outlook

We can only search 4 different ways. Need to be able to search by claim number as well.
Guest over 2 years ago in Search 0

Cloud: View another staff initials on party flyout menu

When searching for a customer in Neos and selecting the party, on the flyout menu it would good to be able to change from seeing the primary staff to another staff (such as case manager initials) instead.
Guest almost 4 years ago in General / Search 1

Add phone number field to General Information that appears when you search for a party

Since people tend to hold on to their phone numbers now, they are more reliable in identifying possible duplicates than home addresses. But when you go to add a new party , you can't see that info without adding the party fully.
Guest almost 3 years ago in General / Search 0