We are proud to announce a slurry of new features in this release! So many in fact, it's hard to know where to begin!
- Personal Injury Case Improvement - As soon as you go into a P.I. case you'll see loads of new content. Integration with Google Maps, abilities to add vehicles, witnesses, and much more!
 |
Integration with Google maps allows positioning of vehicles and witnesses on map. |
- Left and Right check boxes for Body Parts - You can now designate left or right side when selecting body parts.
- Quick filter links in the Activity Section - Set up quick filters for the most commonly searched for items. Find out how here.
- Consolidated Injury section – Everything you need in the injuries section is now under

- New Activity from Anywhere – Now you can easily add a new activity from the Cases menu. Best part is, it won’t take you away from what you were doing before!
 |
Add a new activity from the menu |
- Associated Contact for Telephone Calls – You can now associate a contact in your Rolodex with a Telephone Call activity. Simply select Telephone Call as the Activity Type and you will be presented an auto-completer for contacts. This contact will now show up in the newly created activity.
- Email Format Verification – You’ll see a friendly notice "
" in your contact card if the email is in an incorrect format.
- Uniform Task Based Management System support (www.utbms.com) - We now have the capability for you to quickly select UTBMS codes for billing. Instructions are here.
- "Log Call" quick link - When viewing a Contact Card you can now easily click "Log Time" to add a Telephone Call activity to a case with this Associated Contact.
Other noteworthy improvements:
- Mouse-over details now for companies. Just hover over the
icon in the Rolodex.
- "Do not show again" dialog box suppressor when deleting contacts.
- Consolidated Print Menu
No comments:
Post a Comment