This article covers new product enhancements included in our October 8 release of Version 8.7.
Activities
Case Activities now support removing tags in bulk. Firm administrators can select multiple activities in a case file's Activities list and choose Remove Activity Tags from the Add Activity Tags menu, then pick one or more tags to clear from every selected activity in a single action.
Custom Invoice Delivery Methods
Firms can now manage their own invoice delivery methods, including adding custom delivery methods as needed. A new Invoice Delivery Methods page under Tools & Settings > Accounting Setup lists every delivery method available to the firm and allows firms to add, edit, or remove delivery methods.
Contacts
Firm admins now have more flexibility when archiving contacts for easier Rolodex management. Contacts designated as billing contacts can be archived as long as they are not the active BillTo contact on any case file. Contacts linked as parties to cases can also be archived, provided none of those cases are open.
Archived contacts remain listed on the Parties tab of closed or archived case files and are clearly marked as archived. They can be unarchived directly from the case or by finding them in the Rolodex using the archived contacts search.
Reports
The Referrals Report now gives you more flexibility to filter case files by Date Entered, Date Opened, Date Closed, or Referral Date. Results also include case files where the selected date field is blank.