January 2023

New Features and Updates were added to Firm360 in January 2023! Click on the blue links before for more detail on each topic. 

Projects

• Bulk Delete and Update Active Projects
• Bulk Delete and Edit Recurring Projects
• Project Global Tab Search Criteria Now Includes Client Custom Fields 

Tasks

• Drag and Drop Re-Arrange Task List 

Recurring Project Templates

• Control When to Calculate Project Target Date

Client Engagements

• Client Engagement Report Shows Fee & Edit option
• Search Criteria Now Included Client Custom Fields

Client Actions

• Drag and Drop Client Actions Re-Arrange

Billing Dashboard 

• Ability to Search by Client 

Time Tracking Global Page

• Add Another Time Entry Enhancements

Contacts

• Disable Your Contact From Receiving Client Portal Notifications
• Both Primary and Spouse Recieve Client Action Form Notifications

Client Portal 

• Client Action Displays Entity Type 

Reports

• Client Realization Report Group by Entity Type 
• Recurring Project Management Report - Search Criteria Now Included Client Custom Fields