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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
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
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
1
Vote
Posting attachments from OL to Neos
When you post a message from OL to Neos, the attachment doesnt move with it. It would be beneficial to have the ability to drag from the inbox into Neos but instead you need to download the attachment and reupload it into Neos. Combining the two s...
Created 06 May 18:26
Integrations
0
6
Vote
Dashboards - Should Pull Any Staff & Have Date Filters Auto Updates
Firm would like ability to pull any staff instead of only primary staff, and would like date filters to auto update (daily, weekly, monthly, quarterly)
Created 04 May 15:09
Integrations
1
1
Vote
Needles messages will forward to actual e-mail
I loved in older Needles that messages sent to staff via Needles would also get sent to our e-mail as well. Great for making sure that messages are posted properly in Needles, and then makes it easy to search for messages in our e-mails if needed.
Created 01 May 15:41
Integrations
0
Already exists
6
Vote
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.
Created 03 Apr 15:53
Integrations / Search
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
1
Vote
View document from Value/Record Screen
Would like the ability to view bills/records with one click from the Value screen (like viewing the notes) if said document has been scanned to the file.
Created 04 Feb 17:24
Integrations
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
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