Ideas & Enhancements
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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

NEOS - Save As from Word

Would be nice to have a "Save As" function on the word addin to save a document directly into a Neos case.
Guest over 3 years ago in Integrations 0

Attach Documents through the Outlook Addin

At the moment, the only way you can email documents from Neos is to create a brand new email. It would be nice for the addin to have a function to pull a document from a Neos case into an email. This would allow the ability to attach documents to ...
Guest over 3 years ago in Integrations 1

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.
Guest over 3 years ago in Accounting Integrations / Integrations 0

Email Multiple Case Recipients

Users should be able to choose multiple recipients from a single pick window that populates their email address into the TO field in an Outlook Email. Currently, users are limited to a single email address and manually adding each additional email...
Guest over 3 years ago in Integrations 0

Cloud Settings - Integrations listing should be in alphabetic order

The list of available integrations should be in alphabetic order until there are multiple options for the same type of services and then it should be in order by category.
Guest over 3 years ago in Integrations 0

Neos - Text Messages Should Update with Client's Name in Email Inbox

Text messages are coming through to the email inbox, but the phone number is not updating to read the Client's name, so users do not know who that client is.
Guest over 3 years ago in Integrations 1

Add ability to import/export cases/names in Neos

Add the ability to import/export cases/names in Neos
Guest over 3 years ago in Integrations 0

Easy way to print an Envelope from Neos

From what I have found there are three ways to print an envelope from a Neos generated template; however, all three are not ideal. Create a template with a second page formatted as an envelope. Once the document is generated, open in Word. Print t...
Guest over 3 years ago in Integrations 1

RingCentral Integration

Please integrate with RingCentral VOIP system. See: https://developers.ringcentral.com/ and https://www.ringcentral.com/apps/ for click-to-dial, and call analytics & logging.
Guest over 3 years ago in Integrations 1