Search / Reports
How do you edit a settlement memo, so the attorney fees and settlement amounts pull when running the SM directly from the Value tab?
Go into the Reports tab, edit the settlement memo, add the filters, and save
True or false: There is no way to pull multiple letterheads into a document while merging the document from the Docs tab
False – the new IncludeText merge parameter available in the Template Tagging module will allow for if, then statements for multiple letterheads
What is the name of the document the IS uses to identify advanced coding in merge templates, and where can it be found in Salesforce?
Advanced Coding Document – it can be found in the Files object in SalesForce
Is there a way to tag email attachments and not the email itself?
Yes – you can drag the attachment from the email in the Case Docs tab.
What happens to the “QBNeedles” application when it is minimized?
The application remains running but moves to “Hidden icons” in the bottom right corner of the screen
True or False: While in Search you can send a message from a case.
True.
("QAP" > "+" > "Actions Panel" > "Add Message")
What do you do if the wrong folder is attached to a case after go live? What can you tell the client about how that happened?
Browse to the correct case folder on the Documents tab. Explain to the client that the algorithm to connect case folders first searches to see if there are any names in the database that match the folder name and then for attached folders from N4. In some instances, the wrong case folder may be attached.
If a user’s calendar is not connecting to Outlook, what is the first action that should be taken?
Go to the Staff Profile and reactivate the user's email
Where do you find the “Start Timer”?
A. Quick Access Panel
B. Time Tab
C. Toolbar
D. Settings
A. Quick Access Panel (The "+" when in a case)
How can you tell the difference between credit and debit items in the value tab?
Credits items are shown in parentheses.
True or false - with advanced search you can mass update with different case types
False, can only mass update on same case type
What happens if a firm moves a folder from the library of “CaseFiles” in SharePoint to “FirmDocuments” library, what happens in Neos?
Once the folder is moved out of the document library of “CaseFiles” the folder cannot be accessed via Neos and the link will break. Neos client folders must exist in “CaseFiles” in order for Neos to link the client folder
How do you change the phases in the activity feed?
Go into the case type for that case (setting - case types - select case type) and click on labels tab on the left
True or False: You can Import Intakes as a .pdf
False (Explanation: Intakes can only be imported from a CSV)
What is the difference between the credit acct and debit acct in Quickbooks?
Credit acct is the bank acct your writing the check out of
Debit acct is where the money is going to
How do you perform a mass update using Advanced Search?
Enter your search criteria and click “Run Search”. Select the check boxes for the corresponding cases and click on Bulk Actions>Edit. From there, you will be able to update results.
What happens if a firm moves a folder from the library of “CaseFiles” at the root to “CaseFiles>Closed Cases>2021”, what happens in Neos?
If the folder was linked in Neos and then moved into a subfolder, as long as the subfolder still exists in “CaseFiles” and is not moved from the document library, you can add the client folder to a subfolder as the ‘handshake’ had still been established.
How does the activity feed move on to the next phase?
Once all items in that phase on the checklist are marked done it will go over to the next phase
What’s our source of truth in Neos?
SharePoint and Outlook
True or False - You have to create a transaction to be able to request checks?
True (used to be able to request checks off the item)
True or False: A custom tile cannot be edited to include different filters after it is created.
False
Where is the signors name pulling from in Docusign?
A. List of any name connected in the case - client, provider, adjuster (correct answer)
Why would a tag not work to pull the header that used to work in Needles?
That header was originally saved on a server for a local based application. So, for that header to work, it needs to be saved in SharePoint and have the tag reentered into the document with the URL from SharePoint
Can users email notes? If so, How?
Yes. Open the Note. Click on Actions button and select email note or email not to case contact.
How do you turn the prompt on to have DTF values within value entries such as a caseexp?
Settings > Mini Direcotories > Value Codes Mini Directory