Add Value Item from a User Defined Tab
Value items can be created from any User Defined 1-10 tab.
NOTE: You must have Enabled permissions to the corresponding User Defined 1-10 Tab and Enabled & Add permissions to the Value Tab.
Firms that have migrated from Needles 4 and 5 will recognize this feature, however, because this functionality is available on all Neos User Defined Tabs 1-10, it is recommended to remove your firm's custom fields that were previously used to initiate the new Value item.
To create a Value item from a user defined tab entry:
Open a Case and navigate to the desired User Defined Tab.
On the detail view, select the Actions menu and choose Add New Value.
You will be redirected to the Value Tab with a partially completed Value item.
Party: Displays the first Party in the Case.
Provider:
• If the Provider was entered on the User Defined Tab, their name will display in the field on the Value item.
• If the Provider does not exist on the User Defined Tab, this field will be blank on the Value item. Use the Search field to locate or add a new Provider.
• If there is more than one Provider on the User Defined Tab, a Select Provider window will display.
• Select the desired Provider and click the Select Provider button. To choose a different Provider, click the New Provider button to display the Select a Name search pane. The Value item will display with the selected Provider.
4. The Value Code may be populated with the selections chosen from the User Defined Tab. The current date will be entered in the Service Dates field.
5. Enter the Value total in the Amount field, as well as any other information that may be pertinent. Review Adding Value Items for more details.
6. Click the Save button to keep the new Value item.