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...
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
Searching for Provider to add party to case causes Neos to hang
Use case - the firm has repeat insurance company parties and to insert that party requires a user to type name > click search > search pane opens > delay of 5-6 minutes to show results. The resulting provider is listed in 25K, 10K, 5K, ca...
#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...
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...
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