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Version 1.10.0 ☀️

  • Writer: Leslie Leahy
    Leslie Leahy
  • Feb 24
  • 1 min read

Updated: Feb 24

Our first update for the year includes a number of great client requests and a MASSIVE new feature.... 😃


  • Tasks module

    • Tasks created automatically when contracts exchange

    • Tasks are shown against exchanged contracts

    • Query tasks via a master "Tasks" list with search and filters

    • Create manual user defined tasks

    • Attach tasks to projects

    • Attach tasks to contracts

    • Configure task defaults via system settings

    • Refine task systems via project settings

    • Email notifications when

      • Task is assigned to a user

      • Task is due

      • Task is overdue by five days

  • New "Contract Summary" function with

    • Ability to add notes to contracts

    • View a summary of all contract data in one place

    • Change or add data to contracts (matter number etc)

    • View a list of tasks for the contract

    • Create tasks for the contract

    • Add TFN/ABN/ACN for purchasers

    • All data changes are logged

  • Browser title now shows more information to help when using multiple browser tabs

  • Ability to add or delete lots from released projects via the "Lots" screen





 
 
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