What's New:

Needles Neos

August 2021

We are excited to share our August release, which includes several time-saving enhancements designed to drive greater efficiency within email, document management, and intakes. 

Email efficiency – deliver email on your schedule.

Neos has two enhancements to reduce the amount of time you spend on email. A timesaver we can all appreciate.

When you send emails from the Neos platform, you can specify a future date and time. This is useful when you need to grab a recipient’s attention at a specific moment or when you need to correspond with parties in a different time zone. Email scheduling also allows for email campaign generation by scheduling delivery at specified times.

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Documents can now be emailed from Neos directly to your contact’s inbox. Within the documents library, you will now have the option to ‘Send Now’ using your Office 365®

email account. Users can configure their email signatures in their Staff Profile.

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ADDITIONAL ENHANCEMENTS

Intake Bulk Actions

Neos users can now make updates to multiple cases. Select the cases you want to modify then you can change the stage/status or set a primary staff member. Users also can archive and delete multiple cases.

Staff profile updates

Administrators can now view the last date a user accessed Neos and quickly turn on/off access to the software in the Staff Profile settings without removing their information from the system.

QuickBooks Integrator – Update

An updated version of QuickBooks Desktop SDK integrator is available with improved sorting and filtering capabilities. Users can now:

  • Filter using multiple criteria and sort through all check requests in your queue
  • Have full control over the order of check requests posted to QuickBooks

Usability enhancements

  • You can now see the current file path for all documents uploaded or being edited.
    • Once a file document type is set, Neos will automatically organize it into the proper folder. Users will see a notification screen of where the documents are located.
  • We have improved search performance for contacts with multiple cases. 
  • You can now use the organizer dropdown to change the staff when creating a calendar invite — the same as the global calendar at the case calendar level.

For detailed instructions on using these enhancements, click the Help icon in Needles Neos to access the Self-Serve Portal and Knowledge Base.