Case.one Version 1.39

Email Templates

  • Added the ability to create email templates
  • Added the ability to send emails using templates
  • Added the ability to use personalized tokens in email templates
  • Added the ability to create email signature

 

Trust Ledger

  • Added the ability to record all transactions made in the system
  • Transactions are now recorded as funds credited and debited via accounts
  • Added the ability to transfer funds within the system
  • Contact Cards now contains the contact’s transaction history
  • Added the ability to update transaction data in reports

 

Custom Blocks

  • Added the ability to set access rights to blocks in the summary sheet

 

Access to Folders

  • Added the ability for users to make folders private

 

Billing

  • Updated the way discounts are displayed

 

Time Format

  • Added the ability to display long date format (ex. April 28, 2018)
  • Added new billing tags for long date format in reports

 

Tasks

  • Added the ability to change the case in tasks
  • Added the ability to rearrange tasks with drag and drop

 

Outlook Plugin

  • Added the ability to import emails with attachments

 

Client Portal

  • Updated access right for clients in the client portal
  • Clients can now only see invoices with awaiting payment and paid status