Each version contains many enhancements, tech updates and big fixes. See below for an overview of major changes.
PDF Functionality has been expanded to now include:
Table of Contents
Edit preferences after save
Once you are in the Combined PDF window, you will notice a number of new options available for the document.
Timeline: Matter and Lead critical dates
The Matter timeline is designed to provide a running list of key events that occur on the matter throughout its lifecycle.
Previously, the Matter and Lead critical dates were not included in this however they are quite important events to be aware of when reviewing what has happened.
Critical dates are now included within the timeline.
Rules and Behaviour:
Will now show Lead and Matter opened, Lead and Matter closed and Lead converted to a matter
This information will not show if the action was taken prior to the user running v7.6
Family Property has been moved to a Button on the Action Bar
If you require any assistance or training in relation to any of the above, please Contact Us