Ideas & Enhancements

Case searches should default to open cases - not closed (Neos)

When searching cases, please make it default to open cases or provide a way to filter out closed cases. So much time is wasted accidentally pulling up closed cases or saving emails etc. to closed cases, and then having to go back and delete them and add to correct case.

  • Guest
  • Feb 3 2022
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  • Guest commented
    5 Apr 01:00pm

    Having the option to limit searches to open cases would be very helpful for intake groups. When you are handling high volumes of calls, the more time you spend fishing for the correct party/case, the more time you unnecessarily keep callers on the phone and the fewer calls you can process. The need to search for a closed case is an exception.

    Unfortunately, the issue will only get worse as the database grows.