Currently the add-in for Outlook in Neos will only show case number and party name
When there are multiple cases with the same party, it can become difficult to differentiate between them when tagging emails
please add the case name on the add-in search to better differentiate between cases when tagging emails from Outlook
Guest
We need to be able to see the "Case Title" field so we can see Plt v. Dfdt to help us select which case. We will often have multiple cases for same client and we know how to distinguish them based on the party names in the case title field, but we can't keep the DOI or case # in our head as meaningful information
Same thing for the case results that come up when searching for a client in Neos, the preview when you click the briefcase needs to include the "Case Title" field