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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 over 2 years ago in Accounting Integrations / Integrations 1 Planning to Implement

Go to case after you tag an email

It would be helpful if an option popped up to allow the user to click on "Go to Case" after you tag an email.
Guest about 2 years ago in Integrations 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 over 2 years ago in Integrations 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 almost 2 years ago in Integrations 0

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 about 2 years ago in Accounting Integrations / Integrations 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 about 2 years ago in Integrations 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 about 2 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 3 years ago in Accounting Integrations / Integrations 2

E-mail Tag function in Outlook should default search by name, not e-mail.

The e-mail Tag function in outlook should default to search by name, not e-mail since the e-mail search isn't efficient. usually doesn't work and it doesn't fill in properly. Also - you have to click on "name" twice to get it it to stay on the field.
Guest almost 3 years ago in Integrations / Search 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 over 2 years ago in Integrations 1