Having the ability to open word docs directly in the desktop app.
Law office of Dean Boyd wanted to be able to open word documents in the desktop app instead of a new tab. There is a setting in word you can set to decide how to handle hyperlinks, but it doesn't work on Neos but does work on SharePoint. This woul...
Text messages should be automatically posted to the notes tab
The integration with texting would work great if the text messages got posted directly to the Notes tab so you do not have to post to needles from your outlook.
NEOS - Link 1099 Status Checkbox in QB with Provider Info in Neos
Quickbooks vendor/customer profiles has a checkbox that determines if they are a 1099. Being as it is a standard field in quickbooks, it would be nice if it became a standard field in Needles for a name that could be updated through the integrator.
Can we have the calendar show more than just the subject line from the event? We would like to also see the client's name, the staff members assigned to the event, and the type of event.
Presently, when you are using the Word Add Into tag templates, and search by tag name, label or tab, it isn't very user friendly or smart. When you search "Full name" for example, you get options for AKA full name, default full address, Employer B...
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