April 2021 Update
20.4.2021 New Contacts page Matter365 Contacts page has a new look! Add/Remove Contact column You can now add or remove Contacts columns on the Contacts page. To get to the Add/Remove column click on +Add/Remove column: Resizable Contact list ...
February 2020 Update
06.02.2020. Fixed the issue with email validation while importing contacts with capital letters as part of their email address. The fix is provided for both Office 365 import and Excel template import.
November 2020 Update
02.11.2020. Custom fields You can now add Custom fields for your Matters. Go to Home > Settings > Matter Custom Fields to add a new Custom field. You will see the Custom fields in the Create New Matter window. You can edit the information in Custom ...
May 2020 Update
01.05.2020. Solved the problem of multiple users from the same company needing QuickBooks access. In Matter365 settings -> Permissions you will find 2 separate roles: Permissions page can be opened only by users with "Permission Manager" role ...
September 2020 Update
07.09.2020 Accessing client's Contact Details from the matter dashboard. Now you can easily access your client's Contact details by clicking on their name in the Matter dashboard. By clicking on Contact Details you will be re-directed to their ...