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