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Needles 5 - Add automatic calendar refresh

When other users schedule something for someone, that item is not visible until the calendar is manually refreshed or closed and reopened. Please add automatic calendar refreshing so that those items are visible after scheduling without having to ...
Guest almost 3 years ago in  0

Intake Pro Automations Should Have a Trigger for Repeating Items

Currently, repeating checklist items do not trigger automations set to Open or Done status. It seems that it's because the status does not change when the repeat occurs. Please add an option where the status check is on repeat or rework the repeat...
Guest about 2 years ago in  0

Checklist Summary - add filter for open or closed cases.

When I run a checklist summary for open checklist items, I should not see open checklist items in closed cases. Please add a filter to allow me to select Open cases only.
Guest 9 months ago in  0

The needles messages sent to our e-mail should state case name, from, and then first line of the message

The needles messages sent to our e-mail should state case name, from, and then first line of the message in the e-mail preview instead of simply "DoNotReply-NeedlesCloud-Message Updated" - - this way we'll know what case the e-mail is about. Also ...
Guest over 1 year ago in  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 3 years ago in Integrations 1

Set reminder on notes/messages

It would be helpful to have the option to click a "set reminder" or "send to calendar" button on a message or note to copy it to the Needles/Outlook calendar. Similarly, it would be handy to be able to "add to checklist" or something similar, so t...
Guest about 2 years ago in  0

Multiple emails, notes, documents open at one time

Preparing reports for adjusters and others often information is spread across various documents, emails, notes and having them open one time in order to draft a cohesive report is much easier than open and closing and relooking for another documen...
Guest 9 months ago in  0

QB online doesn't push back the check number back into the value tab

Along with the other QB online issues that have been reported as needing fixed (Description automatically going into memo line/ Automatically elect to print later) -- The QB online doesn't automatically send back the printed check number into the ...
Guest 9 months ago in  0

Value Code Reports run from Value Screen and not only report screen

No description provided
Guest about 2 years ago in  1

Add printing options on less printer friendly pages in Neos

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Guest almost 3 years ago in  2