From within any tab of a Case, Staff can access a list of Related Contacts, Parties, and Providers. Within "Related Contacts" and "List of Providers", you may see a contact more than once. These contacts are NOT duplicated in Neos, instead, each location in which they are involved in the Case will be displayed in the Involvement column in a separate row.
NOTE: You must have Enabled permissions to Case Folder.
To access case contacts:
Open a Case.
Click the ellipsis button on the Case Header.
Choose from the available options. A side pane will display.
Related Contacts – Formally, "List of Names", a list of all Parties and Providers in the current Case will display. Select a name to display their contact card detail side pane. Click the down arrow next to their phone number to dial or send a text message. The list can also be exported as a CSV or PDF. To close the pane, click the arrow icon
.
List of Providers – Displays a list of all providers in the current Case. Select a name to display their contact card detail side pane. Click the down arrow next to their phone number to dial or send a text message. The list can also be exported as a CSV or PDF. To close the pane, click the arrow icon
.
List of Parties – Displays a list of all parties in the current Case. Select a name to display their contact card detail side pane. The list can also be exported as a CSV or PDF. To close the pane, click the arrow icon
.
