The new features and updates below were added to Firm360 in September 2024! Click on the blue links for more details on each topic.
RightSignature:
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Bulk Send Signature Request: Create a document template within your RightSignature account to request a single signer's signature from multiple clients in bulk.
- Automate RightSignature Requests within Project Templates: Add signature requests via RightSignature templates as Client Actions within your project templates.
Custom Dashboard:
- Custom Dashboard: New Dashboard Widget option of My Notifications. This widget lets you view and access your In-app Notifications that appear directly under the bell on your dashboard.
Client Actions:
- Document Request: The Document Checklist character limit has been raised to 10,000 characters, so you can now include longer lists within the checklist.
Projects:
- Admin Projects Setting - Show Project Number: Ability to have numbers generated for projects. If this setting is enabled, the project number will show at the beginning of the project's name. Project numbers are created by the last two digits of the project year, followed by incremental numbers starting at 001; these numbers reset each year (example- #24-001). These numbers are NOT customizable.
Reports:
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Client Payment Promptness Report: The Client Payment Promptness report now allows users to filter the Search Criteria by 'Entity Type.'
- Reports-Recurring Projects Report: You can now filter by Assigned To. This will allow you to update the recurring projects assigned to a specific user in bulk in case changes are needed.
Users:
- Admin User Setting: The setting required for only Admin users to Delete Documents is now separate from the setting that requires Admin users to Delete Objects. (objects are projects, tasks, activities, payments - anything you can delete with the red delete button)
Document Templates:
- Document Template: When creating a document template ${FIRSTNAME_OR_NICKNAME} is now an option under Personalized Values. Using this variable will either use the nickname or first name of the contact if they do not have a nickname.