When a search is performed for a Case/Intake in your Neos database, you can either double-click the result to directly open the Case or Intake or single-click/select the result to display a detail pane for more information.
Refer to Accessing Neos Search for more details.
The detail preview pane contains a snapshot of important information relating to a Case or Intake and the Parties associated. Parties are displayed by the sort order from a Case or Intake. When accessing Neos on a screen that is greater than or equal to 1280px, the detail preview pane will open beside the Search results pane. If your screen width is less than 1280px, the detail preview pane will open within the Search results pane.
Case/Intake # – Displays the Case or Intake number, Case Name, and Case Status of the selected Case or Intake Stage/Status of the selected Intake.
Click the View button to open the Case Tab or Intake Tab.
General – Displays identifying Case or Intake information, such as Primary Staff, Case Type, DOI, Class, Open Date, Status, LIM Date, and Synopsis.
Parties – Displays the number of parties in the header and lists all parties with their Role in the selected Case or Intake.
Select a Party Name to open the Case or Intake.
[screenshot]
The General section contains the Full Name of the Primary Staff assigned to the Case or Intake. If multiple staff are associated, click the ellipsis button to display all staff.
Additional information from the Case Tab or Intake Tab will display in the General section.
The Parties section is organized by the first Party in the Case or Intake. The full address of the default address will be displayed.
Click the down arrow next to a Phone number to display options for Send a Text or Call Number.
NOTE: If the selected name has more than one phone number from the Phones list (excluding Fax), the first number marked as "Call" will be listed in the Search Results and detail pane. If none of the phone numbers are marked as "Call", then the first number from the Phones list will display. [screenshot]
Send Text – A New Text Message window will display when Send a Text is clicked AND the phone number is a mobile number.
Call Number – Make a call from your browser by selecting a softphone service, such as Skype or RingCentral. If you have the RingCentral integration or the Zoom Phone integration configured, the corresponding widget will display in Neos.
To send an Email directly from Neos, click the hyperlinked email address of the selected name (listed as the default) to open a new email (using your default email settings) with the selected address entered in the To field.
Click the add button
on the top right of the detail pane to add details such as a Party (Case only), Note, Document, Message, Time Entry, or Checklist Item to the selected Case or Intake.
To return to your search results, click the Results button.
To close the detail pane, click the
icon.
To open the Case/Intake, click the View button The preview pane will automatically close after the Case Folder is displayed. [screenshot]
