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Cloud - Populate check number in Neos and case number/customer name on check memo

In previous versions of Needles, when processing a check in QuickBooks the memo section would populate with the case number/customer name. QuickBooks would also push back to Needles to update the memo line in the value item with the check #.
Guest about 2 years ago in Integration 1 Planning to Implement

Cloud - Have post & send button in Outlook the same button

When sending an email in Outlook, you currently have to tag the email separately from sending the email. Would like to have the option, like in older versions, where you can just post & send email in Outlook and attach to the case.
Guest over 2 years ago in  12 Planning to Implement

The Neos logo over the sidebar should take you to the Home Screen

You should be able to click on the icon and take you back to the home screen with your appointments and checklists
Guest over 2 years ago in General 1 Planning to Implement

iManage Integration

No description provided
Guest over 3 years ago in  0 Planning to Implement

Mass Texting Messages

Mass Client Texting
Guest over 3 years ago in General 1 Planning to Implement