Ideas & Enhancements

16 Vote

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...

Created 31 Aug 21:11

Integrations

1
14 Vote

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...

Created 13 Jan 19:10

Integrations

1
15 Vote

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.

Created 12 Aug 21:08

Integrations

1 Unlikely to implement
6 Vote

A bulk action option for linking/unlinking names in the QB Integrator.

Neos itself has "bulk actions" within its system. The QB Integrator could benefit from a similar option/action. The list of Vendors a firm might have can be numerous, which in turn makes going into the Integrator to link each provider a tedious an...

Created 09 Feb 13:43

Accounting Integrations / Integrations

0
16 Vote

Needles Integration with Vonage

It would be nice to be able to easily track text messages and calls from our Vonage accounts into the Needles software.

Created 18 Dec 22:24

Integrations

1
12 Vote

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.

Created 19 Feb 15:35

Integrations

1
12 Vote

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.

Created 25 Sep 14:25

Integrations

1
11 Vote

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 ...

Created 19 Nov 16:47

Integrations

1
11 Vote

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.

Created 01 Jul 15:37

Accounting Integrations / Integrations

2 Already exists
10 Vote

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 #.

Created 22 May 13:42

Accounting Integrations / Integrations

2 Already exists