Version 8.9 of Smokeball introduces some new features and refinements to the Smokeball desktop app.
If your firm is experiencing issues with installing version 8.9, ensure that Smokeball is added to your exception list on your computer's antivirus software.
New features
Assign a staff member to take over Communicate conversations of former staff
When designating a user as Former Staff, you can now assign another user to take over their Communicate conversations, allowing third-party clients to follow up with the right person in your firm.
Upload Safe Custody documents to Smokeball
When adding a document to a contact’s Safe Custody register, you now have the option to upload a digital version of the document.
Once a document has been uploaded, you can download it back to your computer at any time from the Safe Custody register.
Refinements
InfoTrack Integration – VOI updates
You can now easily view the VOI status of contacts for Business, Conveyancing, Leasing and Mortgage matters. Clicking on the VOI allows you to quickly order the VOI.
The VOI symbol can also be found in Contact Details.
Create a lead or matter from a contact
You can now create a lead or matter by right-clicking on a contact on the Contacts page. The contact will be added to the Client role.
You can also create a lead or matter from the Contacts search results page.
Configure sub-items in a matter
You can now show or hide sub-items for certain matter types under Matter Settings.
You can also search for Matter items and sub-items.
Enter organisation matter references easily
When an organisation-type contact is entered into a matter, the option to add matter references to them has been made clearer.
Address lookup in Contacts
When adding an address to a contact, Smokeball now automatically suggests possible addresses.