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Neos Outlook Add-in sort for categories/topic/type when tagging email

Currently unable to sort the categories tagged emails can be added to cases as. This would be especially helpful to firms with many document categories and types.
Guest almost 2 years ago in Integrations 1

Neos - Add ability to post to companion cases from Neos Outlook Add-in

In N4/N5 when posting an email from the Outlook add-in, the user could choose 'Post to companion cases' and then choose the companion cases to choose from. The current Neos add-in does not have that functionality. Currently, emails have to be post...
Guest about 2 years ago in Integrations 0

Neos-Ability to have subfolders for Client files in SharePoint

Instead of having everything written to the root of "CaseFiles" you should be able to have more folder stuctures such as case types, closed, broken down by year, etc.
Guest over 2 years ago in Integrations 0 Unlikely to implement

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 2 years ago in Integrations 1

Integrator should total up all selected checks before we sent to QB

It would be good to have the integrator show us the totals for all selected checks in Integrator before we send it to QB. Would help make sure the totals are correct before putting them in QB.
Guest over 2 years ago in Accounting Integrations / Integrations 2 Future consideration

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 2 years ago in Integrations 1

Cloud - Outlook Contacts Sync

In Needles 4 there was a functionality to sync your providers and parties from Needles into your outlook contacts. It would be nice for that feature to make a return.
Guest over 2 years ago in Integrations 0 Future consideration

Use phone number for texting instead of email

If Needles integrated with Kenect, it would be a huge benefit for us. In the alternative, if we could at least choose and use the number we have for texting through Kenect, as opposed to email, it would make life so much easier. We use Kenect for ...
Guest about 2 years ago in Integrations 0

Neos - Allow Transaction Details to be deleted when voiding a QB check

In previous versions of Needles, whenever a check is voided inside of Quickbooks, it would remove the transaction from the value tab entry; however, in the current state of Neos, this simply does nothing, and the user would need to go and remove t...
Guest almost 2 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 2 years ago in Integrations 0