March 2021 Update

March 2021 Update

29.3.2021

  1. Creation date column in Document pages
    1. We implemented Date created column in Matter365 Document pages:


  1. Matter names in Time Tracking and Expenses pages are now clickable links 
    1. You now have a direct link to your Matters from Time Tracking and Expenses pages.
    2. If you have permission to see other people's Time Trackings and Expenses, but you are not a member of the Matter, that Matter link won't be clickable. 


  1. Matter description improvement
    1. We made improvements on how you can access and see a Matter description. You can access it from the Matters list by right-clicking on a Matter and then click on Description. Once you click on Description you will see a pop-up window with your Matter description. You can also see the description from the Matter page, click on Show all Matter Details, and then click on Show more under Description in the right-hand side menu. 
 
  1. Document Templates page
    1. We created Document Templates page under Documents:
    2. You can manage and open your Documents Templates from this page. You have options to upload/download, move, copy, delete and rename the template files. Documents will be opened in the default application client you have chosen (Web or Desktop).
    3. When creating a new document you will have an option to choose a template from your Document Templates :


    • Related Articles

    • 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 ...
    • April 2020 Update

      28.04.2020. Conflict check will now take the content from Matter description into account as well 24.04.2020. Searching the list of your Matters will now take the content from Matter description into account as well New right-click menu on Matters ...