New Feature: Module Filtering & New Fields

[Admin]

 

Dibcase can handle any practice area and with this new feature, organizing everything will be much easier.

To make it easier to navigate and find relevant information about various matters, we've added a global filter on the client edit page to allow users to see "Everything" or drill down to a module / matter level. This novel approach keeps everything within reach and you don't have to search multiple matter pages to find notes, tasks, record requests, files, calendar events, etc.

Now, you can filter the client data on the client page on module by module basis.

When you select a particular module, it will show you the:

1. Related contacts;

2. Notes;

3. Tasks;

4. Ledger entries;

5. Files;

6. Pipelines;

7. Events;

that are associated ONLY with that module. However, you can still use the default "All" option to view everything associated with the client.

 

In addition, we've added a matter title field, file number, statutory deadline, and description box for every new matter.

SSA Practice Area (Screenshot)

For other practice areas, it looks like this: