Skip to Main Content
Ideas & Enhancements
ADD A NEW IDEA

FILTER BY CATEGORY

Search

Showing 66 of 1614

Neos - Under Name Search, add Alt Case # and Synopsis

Under Name Search, add Alt Case # and Synopsis so it is easier to identify cases
Guest almost 2 years ago in General / 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 almost 3 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 about 3 years ago in General / Search 1

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 about 1 year ago in Search 0

Remove archived intakes from party info preview pane when searching.

Whenever you search for a client in Neos, the preview pane will show all intakes, and cases under that client. This includes archived intakes, which is the only way to "remove" intakes at this point in time. Please change the system to hide intake...
Guest about 1 year ago in Search 0

User would like to have the intake listing report type to be changed back to a report type

User recently noticed that after the intake update that he can only run the report as an advanced search report. He would like to have it changed back to the way it was before the update
Guest about 1 year 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 over 2 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 over 2 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 over 2 years ago in Search 0

NEOS - Search results - Most Relevant

Would like it if the search results would have the option to show the most relevant items matching what was searched, i.e. Ross would show anyone with the surname ross rather than starting alphabetically at items similar or containing the string '...
Guest about 1 year ago in Search 0