Ideas & Enhancements

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.

  • Guest
  • Apr 2 2020
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  • Guest commented
    April 03, 2020 12:13

    This would be extremely helpful! It's usually more important for the viewer to see who the paralegal or case manager assigned is, than it is to see who the attorney assigned is.

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