By popular request, we've added a Client Job Number field to jobs! If your clients have their own job reference number, you can enter it per job. The Client Job Number will be displayed on jobs, affidavits and invoices, making it easy for you and your clients to communicate.
You can now delete employees. A list of deleted employees can be viewed by clicking Show deleted users at the bottom of the page. Deleted employees can be restored by clicking the Restore link.
We've introduced four levels of employee permissions. Owners are the only users who can edit permissions.
When you begin typing the title of the documents to be served, a list of previously entered papers will appear. If you have entered the title before, simply select it from the list, or enter a new title which will be saved for future jobs. This feature will save you valuable time while entering job data.
New Service Attempts will pre-populate the process server field based on the job data you entered. You can change the process server on in-house jobs by selecting from a list of employees, or simply type a different name for jobs forwarded to a third-party.
We've implemented some new job filters which also work with the existing search field as well. For example, now you can view all open jobs for an employee by selecting Openand searching for the server name.
Now there's a powerful job search on the mobile site. The new search works just like the desktop search. You can search by any one of the following to find a job:
Now you can send job updates via email to client contacts, employees and forwarding contacts. Just check a box next to the contact name to choose who receives an email notification per Note and Service Attempt.