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Ideas & Enhancements
Created by Guest
Created on Feb 17, 2023

Neos - Party Tab - Add Case and Intake information when searching for a name

Currently, when i add a party to a case, I can search for a name, but I am not given information about the name, such as if they have any cases, what type of cases, role, or whether they are open or closed. This causes the potential for adding parties that have a conflict, because we can't see their involvement

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    Feb 17, 2023

    Note: This is a search from within the party tab, not the search window.