Ideas & Enhancements

1 Vote

Remove archived intakes from party info preview pane when searching.

Whenever you search for a client in Neos, the preview pane will show all intakes, and cases under that client. This includes archived intakes, which is the only way to "remove" intakes at this point in time. Please change the system to hide intake...

Created 28 Jul 21:17

Search

0
1 Vote

User would like to have the intake listing report type to be changed back to a report type

User recently noticed that after the intake update that he can only run the report as an advanced search report. He would like to have it changed back to the way it was before the update

Created 27 Jul 16:57

Search

0
1 Vote

Searching for Provider to add party to case causes Neos to hang

Use case - the firm has repeat insurance company parties and to insert that party requires a user to type name > click search > search pane opens > delay of 5-6 minutes to show results. The resulting provider is listed in 25K, 10K, 5K, ca...

Created 23 Mar 17:10

General / Search

0
1 Vote

Cloud: Search Screen Results

#85083: Alexis Napier (David and Associates) When searching a client the search screen shows the city where the client lives. It would be most helpful to our practice if it showed the office that this case belongs to which we note under the case t...

Created 13 May 19:55

General / Search

2
1 Vote

Pop out cuts off date, confusing

When doing a search and using the pop out the date format is cut off and makes reading dates difficult (and now that its 2020) often confusing.

Created 08 May 16:50

General / Search

0
1 Vote

Make the Party Search Field in Reports a Drop Down if Case Number is Selected

If the Case number is already cross referenced in a report, turn the Party search field into a Drop Down of parties in that case

Created 18 Nov 21:13

General / Search

0
1 Vote

Be able to select the numbers on the general information when searching

When you search for a party name, the general information window in the bottom left has a list of phone numbers. Can we be able to select the phone numbers to be displayed there so you do not have to keep pressing the drop down arrow. This will sa...

Created 02 Jul 20:21

General / Search

0