The Advanced Search feature in Neos allows you to select multiple criteria in which to locate Cases, Providers, Staff, Names and Messages anywhere within your firm's Neos database. Search queries can be saved, and results can be exported or saved as a new report. Selected results can be edited in bulk using Mass Update.
Individual search criteria can now be grouped to further customize a search query.
NOTE: You must have at least Enabled permissions to General > Advanced Search to access and run Advanced Search queries. Staff who are listed in the Administrator Role Permission Groups automatically have this feature enabled.
Click here for a brief overview of the enhancements made to Advanced Search.
There are two ways to access the Neos Advanced Search:
By clicking the Advanced icon on the top navigation.
By clicking into the Search field on the top navigation pane and selecting the Advanced Search button within the Recently Opened window.
By performing a Search and clicking the Advanced Search button.
A new Advanced Search tab will display in Neos. [screenshot]
To get started, select the type of record you want to search, then add a filter group to narrow your search goal. Refer to Building Advanced Search Criteria for in-depth details.