Ideas & Enhancements

4 Vote

Search Screen Add Staff 2 under Cases

Add Staff 2 to the Sreach screen as a Search By criteria, as a column about Cases and as a Column Chooser.

Created 23 Sep 13:51

General / Search

0
4 Vote

Sort by Address in Search Results

When you get returned search results you are very minited in what you can sort by. It would be nice if you sould sort by things like address or zip as well.

Created 12 Aug 20:56

General / Search

1
4 Vote

Search Grid should have 'Role' Column Chooser Option

Firm would like 'Role' (party or Provider) as an option in the search grid

Created 30 Jul 16:03

General / Search

0
4 Vote

AKA names in search results should be formatted in a bold red font to make them stand out

In Needles 4, AKA names in search results were formatted in a bold red font that made them stand out. In Needles 5, they have the same font as the rest of the general information, making it take longer to determine if you have the correct name.

Created 08 Jul 14:16

General / Search

0
3 Vote

Search Grid - Add "Staff 1" to Column chooser

Please consider adding "Staff 1" as an additional option in the "Column Chooser" list for the search results grid. We have only 1 attorney, so seeing the "Primary" role doesn't help us when it's always his name. Staff 1 will show us who the lead p...

Created 30 Sep 22:42

Search

0
3 Vote

Cloud - Add secondary staff to quick view pane when searching for party

When searching for a party currently, can view primary staff only. Wants to be able to view other staff assigned as well. Can user be able to edit what can be seen.

Created 14 May 15:56

Search

0
3 Vote

Clients With Multiple Cases

When you search for a client who has multiple cases, I would like to also see, in addition to the information currently provided: 1. All parties' full names in the respective cases 2. Summary (case tab) 3. Role 4. Name of Case Manager 5. Or...

Created 13 May 14:44

General / Search

0
3 Vote

Cloud - view role of party for each case in quick pane

When searching for a party, we have the ability to view the case #, case open date, case type, status, primary staff and date of incident, but cannot see the role party of the party in the case. It would be nice to see the role again as it is in p...

Created 11 May 13:37

Search

0
3 Vote

Cloud: View another staff initials on party flyout menu

When searching for a customer in Neos and selecting the party, on the flyout menu it would good to be able to change from seeing the primary staff to another staff (such as case manager initials) instead.

Created 02 Apr 19:48

General / Search

1
2 Vote

Adding more options to the search within outlook

We can only search 4 different ways. Need to be able to search by claim number as well.

Created 30 Jul 15:58

Search

0