Search | Ideas & Enhancements

3 Vote

Add Ability to Search By Anything on Case

Add ability to search by strings of numbers or other data on a case from the Search tab

Add phone number field to General Information that appears when you search for a party

Since people tend to hold on to their phone numbers now, they are more reliable in identifying possible duplicates than home addresses. But when you go to add a new party , you can't see that info without adding the party fully.

User would like the ability to search for items in the Police Tab list by Accident Report Number

Move location of select button when searching for parties/providers

When searching for a party/provider once you click on the record the select button shows at the bottom of the page. Suggest moving this to the top of the page or on the same line as the selected record but to the right of State

When posting emails, if have multiple emails in a matter, shouldn't have to search under name each time, should have option to post to same as a default.

No description provided

Custom Grid Columns

When you run a search and get the results Michael would like to be able to put custom columns into that grid. Specifically in this case he wants the client names to appear.

Created 02 Jul 18:01

General / Search

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Ideas & Enhancements

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Add Ability to Search By Anything on Case

Add phone number field to General Information that appears when you search for a party

Add option to add provider from a blank search

Search value is cleared when changing Search By

Show Case Type Description (instead of Code) in Search Engine results

Neos - Add 'Policy Number' as a search Option

User would like the ability to search for items in the Police Tab list by Accident Report Number

Move location of select button when searching for parties/providers

When posting emails, if have multiple emails in a matter, shouldn't have to search under name each time, should have option to post to same as a default.

Custom Grid Columns

Filter by status

Filter by category

Identify yourself with your email address

Add Ability to Search By Anything on Case

Add phone number field to General Information that appears when you search for a party

Add option to add provider from a blank search

Search value is cleared when changing Search By

Show Case Type Description (instead of Code) in Search Engine results

Neos - Add 'Policy Number' as a search Option

User would like the ability to search for items in the Police Tab list by Accident Report Number

Move location of select button when searching for parties/providers

When posting emails, if have multiple emails in a matter, shouldn't have to search under name each time, should have option to post to same as a default.

Custom Grid Columns