February 2022 Update
24.02.2022 Add users to all matters We added an option to add users to all matters. This option will be available only for the tenant admin. You will find this option under Settings > Manage users: Select the User, the role they will have (Owner or ...
April 2022 Update
07.04.2022 Mass email storage Our new update will let you store multiple emails at the same time. We have also added an option to rename the emails and select the folder in which they will be stored. Click on "Store Emails" and then select the emails ...
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 ...