February 2023

The New Features and Updates below were added to Firm360 on February 1, 2023! Click on the blue links for more detail on each topic. 

Dashboard: 

• Subtasks Added to User Dashboard with Collapse View Option

Contacts:

• Alternate Contacts - New red advisory text saying "Communicate with alternate contact"

Clients: 

• Setting to sort clients by client name or client number on the Client Page
• Client Export now includes if the Primary Contact has Client Portal Access
• Ability to reorder client custom field drop-down options
• Unsubscribe style button for client notification/reminders

Client Actions: 

• Client Action Reminder E-mails Include Entity Type
• Pop-up Reminder to Complete Client Action that redirects to a new browser tab
• Ability to delete and submit client action forms
• User Notification Preferences for completed Client Actions

Documents: 

• Ability to Bulk Delete Documents for a Client
• Bulk Update Documents to not be associated with a folder
• Send Documents through a Secure Shareable Link that could be included in an email to a client

Admin Setting - Time Tracking:

• Six Minute Time Rounding Strategy