When a search is performed for a name in your Neos database, you can either double-click the result to directly open the General Tab (Contact), Party Tab, or Intake Tab, or single-click/select the result to display a detail pane for more information.
The detail pane contains a snapshot of important information relating to the name and how it is used throughout Neos. The Cases and Intakes sections are sorted first by last-modified & open. Refer below for the Case/Intake List Order.
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.
Search Results Detail Pane
General section – Displays identifying name information, such as Address, Phone, Email, and AKA, when applicable. Only the middle initial will be shown in the name search results when the first letter of the middle name is added in the Middle field of the Name Details window.
Click their name to open their Contact (General Tab).
Provider section – Displays the Role, Specialty, and Expert?, if their Provider information has been entered.
Click View Contact to open their Provider Card.
NOTE: You must have Enabled permissions to Provider > Provider Tab to access the "View Contact" button.
Cases and Intakes section – Displays separate lists with the number of Cases and and the number Intakes where the selected name is a Party.
Select a Case to open the Case Folder. Select an Intake to open the Intake detail view. Refer below to Case and Intake List Order for the logic on how cases/intakes are displayed.
If the selected name has a picture, it will display on the detail pane and in the Search Results.
The address marked as the Default will display. If the selected name has more than one address, click the ellipsis button to see a popup window for addresses by type.
To send an Email directly from Neos, click the hyperlinked email address of the selected name to open a new email (using your default email settings) with their address entered in the To field. If the selected name has more than one email address, click the ellipsis button to see a popup window for emails by type.
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.
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.
Case/Intake List Order
The Cases and Intakes where the selected name is associated are displayed below. Cases and Intakes are ordered by:
Most recently modified open where the contact is involved.
Most recently modified regardless of status (if no open cases exist).
Last modified opened cases, followed by last modified closed cases (for both open and closed cases).
Contact record itself in the side pane (if contact has no cases).
If the name is double-clicked, the most recently modified open case where the name is involved will open. If the name has no open cases, the most recently modified closed case will open.
Click the add button 
on the top right of the detail pane to add details such as a Party (Case only), Note, Time, Document, or Message to the selected Case or Intake. Also use this button to add a Case, Provider, Intake, or Message to any name in Neos.
To return to your search results, click the Results button.
To close the detail pane, click the 
icon.
To open the Contact, click the View Contact button. The preview pane will automatically close after the Contact is displayed.