Ideas & Enhancements

4 Vote

NEOS - Save As from Word

Would be nice to have a "Save As" function on the word addin to save a document directly into a Neos case.

Created 26 Oct 19:48

Integrations

0
4 Vote

Neos: Wants to be able to print check multiple checks at once for same provider.

In the desktop version, when I wanted to process a check, the steps were as follows. Case, check processing, export checks. Then I could click on value and select some OR all of the checks. In the case where we have paid multiple checks, I could s...

Created 11 Jun 20:01

Accounting Integrations / Integrations

0
4 Vote

Cloud - Add a url for search

Adding a URL to the search will give the ability for 3rd party applications such as RingCentral to run searches of the caller ID into our system. As an example, this is what is use for Salesforce: https://my.salesforce.com/search/SearchResults?sea...

Created 06 Mar 19:40

Integrations / Search

0
4 Vote

Text messages should be automatically posted to the notes tab

The integration with texting would work great if the text messages got posted directly to the Notes tab so you do not have to post to needles from your outlook.

Created 30 Jan 21:43

Integrations

1
3 Vote

Neos - Add data from a Case Calendar Item to the Outlook Calendar item.

In the current state of Neos, whenever add an event to the Case Calendar the information that is sent over to outlook through the sync process is the Date and Time, and the notes section; however, there is plenty of other data that the Case Calend...

Created 08 Jan 23:52

Integrations

0
4 Vote

Sync needles contacts with outlook contacts in 5.0

When I am outside the office, I do not have access to contacts unless they have been manually added to outlook. A sync as was available in 4.0 would be very helpful to attorneys who are not in the office very often.

Created 02 Sep 17:59

Integrations

0
3 Vote

NEOS - Link 1099 Status Checkbox in QB with Provider Info in Neos

Quickbooks vendor/customer profiles has a checkbox that determines if they are a 1099. Being as it is a standard field in quickbooks, it would be nice if it became a standard field in Needles for a name that could be updated through the integrator.

Created 06 Oct 20:10

Accounting Integrations / Integrations

0
3 Vote

Neos- Integration with LawToolBox

Would like to have an integration with LawToolBox to increase the effectiveness of case dates

Created 17 Jul 21:48

Integrations

0
3 Vote

Check Export should be customizable so that Client name can be on second level of memo on actual check

When we export checks to QB, there should be an option that the second memo line will autopopulate the client's name. So that when we send a check to a medical provider, the memo line from the value tab can populate (we usually put the account num...

Created 02 Jun 14:38

Accounting Integrations / Integrations

0
3 Vote

Cloud: Calendar subject line

Can we have the calendar show more than just the subject line from the event? We would like to also see the client's name, the staff members assigned to the event, and the type of event.

Created 28 May 20:39

Integrations

0