April 2024

The new features and updates below were added to Firm360 in April 2024! Click on the blue links for more details on each topic.

Clients:

• The client's main page displays if the contact is deceased.

• When inactivating a client, record a reason they are leaving AND cancel all active projects and tasks if needed

Documents:

• Save merged documents directly into a selected folder

Time tracking:

• Ability to sort by client, category, type, project, time, hours, and date on time tracking global tab

Tasks:

• View details display who created the task

Project Templates:

• New High Priority option - every project created from this template would be high priority

Document Templates:

• New personalized values of the client's phone number and email

Client Message: 

• The ability for Admins to edit shared templates 
• 'My Message Template' section 

Projects:

• Ability to make a copy of an existing Project Workflow

• Sort projects based on the Project Start date

  • (Use case: sorting projects by project “Start Date” will allow you to easily work from a first in, first out standpoint)

Reports:

• Advanced Search Criteria added to Project budgeted hours vs. actual hours worked report

• Staff Workload Report displays the target date and deadline date