Needles features a bidirectional integration with Microsoft Outlook through a programmed interface and a specially designed COM Add-in. In Needles 5.0, this process takes place directly in Outlook. The integration provides your firm with the ability to:
Synchronization allows information to be exported from one program into the other automatically as new information is created or changes are made in either program. Mobile devices can then be synchronized with Outlook and will include the information that was sent to Outlook from Needles. Prior to enabling any part of the Needles Outlook integration, please verify that you are running the most current version of Needles. The following topics will assist you in configuring and using the Outlook interface.