April 2021 Update

April 2021 Update


  1. New Contacts page

    1. Matter365 Contacts page has a new look! 

  1. Add/Remove Contact column
    1. You can now add or remove Contacts columns on the Contacts page. To get to the Add/Remove column click on +Add/Remove column:

  1. Resizable Contact list fields 
    1. Now you can resize the fields to your liking in the Contatcs list. Simply hover over the line in between the fields and resize: 

  1. Improved Contacts search
    1. Search now looks into all contacts properties and you can also search by Contact Category. We also added a filter by Category to improve your experience on the contacts page:

  1. Contact Categories

    1. We added Contact Categories. You can add Contact Categories in Settings and, use them to categorize contacts in your firm by their origin, starts, stage, or anything else you see fit. You can also search Contacts based on Category. 

  1. Record payments improvements

    1. Record payment from Trust Account now shows invoice numbers:

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