This build brings improvements and bug fixes.
Best Practices Memos
The law firm software is a tool where different paths can lead to the goal. Therefore, it is important that all users consistently and uniformly perform data entry. This can be a challenge in larger teams. Starting with this build, there is a memo window for each workspace (Personal Workspace, Contacts, Finances, Special, and Settings) where you can document the workflows and defaults established for your entity. You can find the new tool in the function bar: