27.01.2020. You can now schedule a Matter365 training session for your team members from the main menu in the app. Improved contacts import from Office 365. Added Home Phone field. Properties from Office 365 that do not exist as separate properties ...
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 ...
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.
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 ...
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 ...