February 2024

The new features and updates below were added to Firm360 on February 2nd & 16th, 2024! Click on the blue links for more details on each topic.

Documents:

• Request documents from a prospect/lead or 3rd party. (2/16/24)

Projects: 

• Follow By Me search criteria (2/16/24)
• Project Year Search criteria (2/16/24)

Admin:

• User roles -Ability to control which users can see client messages with the client messages role
• Client portal - the ability to disable client document upload notifications for all contacts

Customizations:

• Forms - the ability to drag and drop questions to reorder and view questions in a collapsed view for ease of editing.

User Profile: 

• Email Notification Preference - receive an email notification for all completed client actions.

Reports: 

• Accounts Receivable Report - advanced search criteria options include invoice delivery method. 
• Accounts Receivable Report - Days Past Due advanced search criteria. (2/16/24)