Mini Directories contain directories and items that are used to categorize information. As with other directories, they enable you to quickly select your choice from a list, eliminating repetitive entry of information and possible misspellings.
Several of the Mini Directories are critical to the proper operation of Neos. For example, you cannot add a Party to a Case without a Party Role. Some other critical Mini Directories include Value Code, Insurance Type, and Note Topics. If using the QuickBooks integrator, you do not need to enter the Credit and Debit Account Mini Directories, as these are automatically pulled from your open chart of accounts.
NOTE: You must have at least Enabled permissions to access Directories > Mini Directories.
To access the Mini Directories:
Click the Settings button from the left navigation pane.
Select the Mini Directories button in the Directory Editors section.
The Mini Directories will display within the Settings tab.
A list of standard Mini Directories will display in the left pane. Mini Directory titles cannot be added, modified, or deleted; however, items in a Mini Directory can be added, modified, marked inactive, and deleted.
Select a Mini Directory from the left pane to view the associated items in the right pane.
