Skip to Main Content
Ideas & Enhancements
Categories General
Created by Guest
Created on Jan 8, 2021

Neos - Add Client Email, and Referred By Email to Advanced Search.

Inside of the Advanced Search's Case search type, we have access to a bit of information from the client in a case; however, there is a large amount of data that is missing, or unavailable. Some of this data includes First Party Email, and Referred By Email are not available in the column selection.

Please add these values, so that client's may use this data in their own custom made reports. The more data that is available in Advance search the easier it is for client's to have the ability to generate their own "reports".

  • Attach files