Rocket Matter Release Notes: 11-04-15

New Features

• Contacts listed as “Primary Contact” can now be associated with multiple companies.

• When creating a message from a non-contact, the person will be automatically added as a Rocket Matter contact.

• Pages have been optimized for faster loading.

• Invoices can now be shared automatically through the Rocket Matter Portal when contact only has a home email address.

Billing

Fixes:

• ‘Client.Name’ merge field now includes the client’s middle name on invoice templates.

Calendar
Fixes:

• Date Calculator no longer produces a ‘10 second time out’ error.

Matter

Fixes:

• Activities cannot be added to closed matters.

Reports
Fixes:

• Counter for Payment per Client report is fixed.
• Notes with quotation marks no longer produce an error when trying to export.
• “Billable Activity by User(s)” now displays correct user when switching from ‘Muliti User Mode’ to ‘Single User Mode’.

Usability Improvements:

• Columns persist within the same browser when exiting and reentering the “Matter List”. “Billable Activity by User(s)” and “Payments Per Client” reports.
• “Payment Per Client” report now includes a “Group by Client Totals” check box to include client totals.