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Integrations

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Needles should integrate with QuickBooks Online

Needles should be able to integrate with Quickbooks online as well as Desktop
Guest over 4 years ago in Accounting Integrations / Integrations 2

Outlook Post and Send Note Date set as when Email was received/sent, not when posted.

Outlook Post and Send Note Date set as when Email was received/sent, not when the note was posted.
Guest almost 5 years ago in Integrations 1

A bulk action option for linking/unlinking names in the QB Integrator.

Neos itself has "bulk actions" within its system. The QB Integrator could benefit from a similar option/action. The list of Vendors a firm might have can be numerous, which in turn makes going into the Integrator to link each provider a tedious an...
Guest about 1 year ago in Accounting Integrations / Integrations 0

Go to case after you tag an email

It would be helpful if an option popped up to allow the user to click on "Go to Case" after you tag an email.
Guest about 3 years ago in Integrations 0

QuickBooks export should be off of the value item not the transaction

In Needles 4 and 5, when someone requests a check they are requesting it off of the case expense item. They do not need to enter in the paid by or paid to and they do not need to generate the Due to Firm (DTF) from that item. Once the check has be...
Guest about 3 years ago in Accounting Integrations / Integrations 1

Outlook Add-In: Allow Email Tagging from Mailboxes Other Than the "Default"

Users currently have to move emails from other mailboxes into their "Default" mailbox to tag them.
Guest over 3 years ago in Integrations 0

Allow Needles Outlook add-in to tag meeting responses like other emails.

Meeting responses are not taggable like other emails. It would be very helpful to be able to document when parties agree to have meetings for legal reasons.
Guest over 3 years ago in Integrations 0

Dashboards - Should Pull Any Staff & Have Date Filters Auto Updates

Firm would like ability to pull any staff instead of only primary staff, and would like date filters to auto update (daily, weekly, monthly, quarterly)
Guest almost 4 years ago in Integrations 1

E-mail Tag function in Outlook should default search by name, not e-mail.

The e-mail Tag function in outlook should default to search by name, not e-mail since the e-mail search isn't efficient. usually doesn't work and it doesn't fill in properly. Also - you have to click on "name" twice to get it it to stay on the field.
Guest almost 4 years ago in Integrations / Search 0

Texting Function from the Notes tab

Texting from the Notes Tab using a Specific Note Topic. Send Text. Client Replys and automatically Posted to the case. Cooper Hurley was using 3rd party to text using Needles 4. They did not know that Needles 5 texting uses Outlook and you have t...
Guest about 4 years ago in Integrations 0