Product updates
Release ·
Version 1.10.0 ☀️
This update introduces several client-requested features alongside a significant new capability.
Tasks Module
The system now automatically generates tasks when contracts exchange. Key features include:
- Tasks display against exchanged contracts.
- Master "Tasks" list with search and filter functionality.
- Manual user-defined task creation.
- Task attachment to projects and contracts.
- System and project-level configuration options.
- Email notifications for task assignment, due dates, and overdue statuses (five-day threshold).
Contract Summary Function
A new feature provides centralized contract management with:
- Note-adding capability.
- Complete contract data summary in one location.
- Data modification options (matter numbers, etc.).
- Task list viewing and creation.
- Tax file number/Australian Business Number/Australian Company Number fields for purchasers.
- Comprehensive change logging.
Additional Improvements
- Enhanced browser title information for multi-tab workflows.
- Lot management functionality (add/delete) for released projects.
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