Ideas & Enhancements

2 Vote

Cloud - Search Name in Outlook Addin with Enter

When you are searching for a case in the outlook addin, it would be nice to be able to execute the search with "enter" rather than having to click the search button.

Created 02 Jun 17:04

Integrations

0
2 Vote

Cloud - Have option to disable access to Settings > Integrations

Currently there is not an option to disable access to Settings > Integrations and do not want staff to be able to access if they do not have admin rights.

Created 08 May 15:15

Integrations

0
2 Vote

Link bills and expenses to value tab, lnk medicals bills and records to value tab.

Link bills and expenses to value tab, lnk medicals bills and records to value tab.

Created 08 Jan 19:17

Integrations

0
2 Vote

Expand the "Post by" search box from Outlook

When posting an email to needles, when you click "Post by" a search box pulls up. This box needs to be expanded as when a client has multiple cases, it cuts off important information and I need to expand the window or scroll to see it. This box sh...

Created 08 Oct 17:22

Integrations

0
2 Vote

Ability to Create Intake from Email

Would like the ability for an answering service to send an email with Intake contact info that they could then create the intake from instantly, instead of using the import intake from file.

Created 07 Oct 18:41

Integrations

0
2 Vote

Needoutlook Addin Post to Case

Rachel thinks it would be great for an adjuster to automatically be associated with a case when posting an email, if their contact information is listed in the insurance tab. For example if we get an email from our client Jane Doe from her adjuste...

Created 28 Aug 17:12

Integrations

0
1 Vote

Where did you hear about us should be on the intake and carry over to the case

Where did you hear about us should be on the intake and carry over to the case

Created 06 Apr 15:33

Integrations

0
1 Vote

Be able to calendar events from the Aux checklist and Case dates

If you enter a trial date as a case date, the aux checklist allows checklist items to be put on the diary. But it doesnt allow calandar items to be put on the Calendar. This would be helpful if you had a trial that would take 2 weeks. It could cca...

Created 02 Apr 19:18

Integrations

0
1 Vote

Neos - Ability to invite outside sources to event in Neos

Since Neos displays the same function as an Outlook calendar, it would be nice to also be able to invite others to the calendar event from Neos directly without having to go to Outlook.

Created 01 Apr 18:17

Integrations

0
1 Vote

Voice Commands

firms would like to have a voice recognition like in previous needles versions, they are specifically asking for Cortana or other options as well. Cortana just aligns with this firm as they are using Outlook from O365

Created 18 Feb 20:53

Integrations

0