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Neos - Add 'Policy Number' as a search Option

Add Insurance Tab 'Policy Number' as a search option
Guest over 2 years ago in General / Search 0

Cloud: Search Screen Results

#85083: Alexis Napier (David and Associates) When searching a client the search screen shows the city where the client lives. It would be most helpful to our practice if it showed the office that this case belongs to which we note under the case t...
Guest almost 3 years ago in General / Search 2

Pop out cuts off date, confusing

When doing a search and using the pop out the date format is cut off and makes reading dates difficult (and now that its 2020) often confusing.
Guest almost 3 years ago in General / Search 0

Cloud: Allow name search by first name.

From: skylar@barreralawfirm.com He doesn't want to have to type ", space," then the users first name in the search bar. This will make name searches much faster and easier.
Guest almost 3 years ago in General / Search 0

Make the Party Search Field in Reports a Drop Down if Case Number is Selected

If the Case number is already cross referenced in a report, turn the Party search field into a Drop Down of parties in that case
Guest over 3 years ago in General / Search 0

Be able to select the numbers on the general information when searching

When you search for a party name, the general information window in the bottom left has a list of phone numbers. Can we be able to select the phone numbers to be displayed there so you do not have to keep pressing the drop down arrow. This will sa...
Guest over 3 years ago in General / Search 0