Selecting Calendar Preferences in Needles

You will first need to select the appropriate global settings that will tell Needles which program you will be using for your  Calendar. Remember, global settings affect all users. Options for synchronization of appointments are set directly in the Outlook tab of a user’s Staff Directory settings, described in Activating Appointment Sync Settings.

From the File menu tab,

1. Select Firm Preferences.
2. Select the Calendar/Email tab.

Needles Calendar

Selecting Needles as the default Calendar will allow appointments to be synced between the Needles calendar and the Outlook calendar on an individual user basis if desired. Click Save to apply your changes.

Outlook Calendar

Selecting Outlook as the default Calendar will use only the Outlook calendar. Click Save to apply your changes.

Selecting the Outlook Calendar option means that all Needles users must use the Outlook calendar. There will be no access to the Needles calendar. We do not recommend selecting the Outlook Calendar integration unless the users are familiar with working in the Outlook calendar and have the ability to add/view appointments for other users.

• The Calendar button on the Home ribbon will be replaced with an Outlook Calendar button, which will display your Outlook Calendar when clicked.
• Outlook appointments will display in the Needles Today tab window.
• You will be able to link an Outlook appointment to a Needles case, allowing a user to quickly jump from the item in Outlook to the case in Needles. Refer to Activating Outlook Sync Settings for further instructions.
• There will be no access to the Needles calendar, and therefore, no syncing of information will occur with the Needles calendar.
• Needles Calendar Reports will no longer show current information as items can no longer be entered on the Needles Calendar. You will need to utilize Outlook reporting capabilities for your calendar reporting needs.
• If you wish to copy existing Needles calendar items into each user’s Outlook calendar, refer to Exporting Appointments to Outlook.