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Release Notes (Outlook Calendar Integration) 9/14/2016

Now Available!

New Features:

‘Lean’ Reports

Two reports will be deployed to the Business Intelligence tool. These reports will provide users with meaningful data that they can use to analyze and optimize their practice.

Fixes and Usability Improvements:

Business Intelligence

Usability Improvements:

  • Added data points for matter and client custom fields in all categories for deeper reporting capabilities.
  • Added search bar within Business Intelligence categories for optimized speed when crafting custom reports.

Custom Fields 

  • Additional capability to drag and drop to customize field order.
  • Ability to create field types such as date picker, text box or drop-down list.
  • Ability to sort list by column headers.

Email Delivery Report

Usability Improvements:

  • Email delivery report: Will continually update email status so that results do not need to be refreshed unless filtering options are applied.