The new features and updates below were added to Firm360 in December 2024! Click on the blue links for more details on each topic.
Saved Searches:
- Editable Saved Searches - Saved search criteria that are shared with the team are now editable by team members. (use case - if a team member leaves you can now edit or delete their shared saved searches)
Reports:
- Time Sheets Report - Ability to "Save Search" for ease of use when accessing the same report multiple times
- Client Realization Report - Ability to "Save Search" for ease of use when accessing the same report multiple times