Jump to content

New Features - 11/30/2020


Recommended Posts

1. IP feature now added to dashboard to show IP address where employee is logged in from


2. Employee fields - new fields added to employees for merge purposes


3. Notes subject dropdown with options for "Incoming Call, Outgoing Call, EF Upload" and more.


4. Add event now requires phone number

5. Add tags to SSD cases - tags now appear on claim header

You can create reports based on claims tags. You can add multiple tags to every claim


6. Client name fields added to reports
7. Client phone added to exports
8. Related parties/contacts now added to 'Client Edit Page'


Link to comment
Share on other sites

Join the conversation

You are posting as a guest. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.

Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

  • Create New...