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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

QuickBooks export should be off of the value item not the transaction

In Needles 4 and 5, when someone requests a check they are requesting it off of the case expense item. They do not need to enter in the paid by or paid to and they do not need to generate the Due to Firm (DTF) from that item. Once the check has be...
Guest over 1 year ago in Integration 1

Neos - Templates/Documents Tab - Add ability to choose NOT to add the merged template to the Documents tab

Firm uses merge templates for Notes that don't need to necessarily be attached to the case. They would like to add the ability to choose whether to attach a merge template to the Docs tab.
Guest over 1 year ago in Integration 0

Outlook Add-In: Allow Email Tagging from Mailboxes Other Than the "Default"

Users currently have to move emails from other mailboxes into their "Default" mailbox to tag them.
Guest over 1 year ago in Integration 0

In Needles 5 i could merge all of my documents at the same time, it would be great if NEOS could do the same!

No description provided
Guest over 1 year ago in Integration 0

Email Tagging by Date and Time of Email, not time of tag

Currently, when you tag an email, it imports the information into NEOS based upon the date and time you tag the email. With multiple emails often coming in at all hours, it would be best to have the tag read from the email header and tag based upo...
Guest over 1 year ago in Integration 0

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 almost 2 years ago in Integration 1

Neos - When Emailing a Document, Pull the Merged Name's Email Address

When emailing a document from the document's tab, firm would like the ability to auto attach the email address of the merged name in the address field
Guest over 1 year ago in Integration 0

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 almost 2 years ago in Integration 0

Needles should integrate with QuickBooks Online

Needles should be able to integrate with Quickbooks online as well as Desktop
Guest almost 3 years ago in Integration 2