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Export deposits as a batch deposit

Similar to "Write one check per payee", you should have the ability to "write 1 deposit" so they do not push into QuickBooks 10 times
Guest about 4 years ago in Accounting Integrations / Integrations 1

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

Link bills and expenses to value tab, lnk medicals bills and records to value tab.

Link bills and expenses to value tab, lnk medicals bills and records to value tab.
Guest about 4 years ago in Integrations 0

Needles Integration with Vonage

It would be nice to be able to easily track text messages and calls from our Vonage accounts into the Needles software.
Guest over 4 years ago in Integrations 0

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

Expand the "Post by" search box from Outlook

When posting an email to needles, when you click "Post by" a search box pulls up. This box needs to be expanded as when a client has multiple cases, it cuts off important information and I need to expand the window or scroll to see it. This box sh...
Guest over 4 years ago in Integrations 0

Ability to Create Intake from Email

Would like the ability for an answering service to send an email with Intake contact info that they could then create the intake from instantly, instead of using the import intake from file.
Guest over 4 years ago in Integrations 0

Sync needles contacts with outlook contacts in 5.0

When I am outside the office, I do not have access to contacts unless they have been manually added to outlook. A sync as was available in 4.0 would be very helpful to attorneys who are not in the office very often.
Guest over 4 years ago in Integrations 0

Needoutlook Addin Post to Case

Rachel thinks it would be great for an adjuster to automatically be associated with a case when posting an email, if their contact information is listed in the insurance tab. For example if we get an email from our client Jane Doe from her adjuste...
Guest over 4 years ago in Integrations 0

Needles Add-in Search for Providers will list open cases for providers

Pre-Populated List: I wish that when you were posting an email to an adjustor or opposing counsel that it would generate a list of all open cases that the provider is linked to in order to select from that. Or even a list of recently opened Needle...
Guest over 4 years ago in Integrations 0