Now you can allow limited users to email clients and share notes, attempts and affidavits by enabling the setting per user.
Now you can quickly navigate using your keyboard to type hotkeys. Most are easy to find. If you see a button that contains an underlined letter, just type that letter instead of clicking the button with your mouse.
These hotkeys are not underlined, but work by typing one ore more characters.
Learn more about hotkeys, keyboard shortcuts and browser shortcuts.
Now you can generate billing statements for outstanding invoices based on which court case they are associated with. To view invoices for a court case and generate a statement, go to Court Cases > [select a case] > Invoices.
If the invoices span multiple companies, it will ask you to choose which company the statement is for.
We've replaced the calendar style date-picker with fields that are more data entry friendly. We also added some handy shortcuts which allow you to quickly select the current day (Today) and time (Now). These shortcuts are options located within the month select field.
You can still use the old calendar if you prefer to choose dates that way, and it serves as a visual representation of the days, weekends and months as well.
Previously only the job creator could fully edit a shared job, which caused problems for some subscribers who needed to edit jobs or service attempts which contained typos, or errors.
Now paying subscribers can fully edit any shared job, even if they didn't create it; allowing more flexibility for you and your clients or contractors who use ServeManager.
You can invite third-party process servers to a free account with limited features, and collaborate on jobs. This allows you to setup contract process servers as companies instead of employees.
Learn how to invite and collaborate, including a detailed video on the process and a list of features for free accounts.
There's a new setting which allows you to share Misc Attachments with clients and servers that you collaborate with.
Set a default court location for new jobs. Choose the court location you most often serve papers for, and save some time and data entry.
A new setting has been added to optionally display the client name and phone number on fieldsheets in case you want your process servers to contact your clients directly.
Now you can edit court cases while editing a job. If the case is associated with more than one job, you will be warned that multiple jobs are going to be updated.