The Activity tab has been added to the Jobs menu. This new page displays current and past job activity, grouped by date and job number.
Just below the Jobs search field is a link(Search Filters) that will open additional filters which work in combination with the text search. These filters can be used to find jobs that may need your attention.
Statements can now be generated for a company by date range.
When adding or editing an address on a company or job select "Enter Value" and a field will appear for a custom label.
We've added Virginia affidavits CC-1407 and DC-411.
Navigate to the Invoices tab of a Client, then select Issued invoices to apply a payment for one or more invoices without opening each invoice.
Limited users can now access the Desktop Site, while maintaining the same permissions and features as before.
Save time and keep your data consistent by selecting recipient descriptions from the new drop-down menu.
Once a court is saved the court name will autocomplete when creating new jobs, which fills out all of the court location fields as well.
Now your Clients can view Affidavits in ServeManager. In addition to emailing affidavits, if two or more parties share jobs, you can select who can view individual affidavits.
If you share jobs with Clients and Servers, now they can view Service Attempts in ServeManager. Both new and previously saved attempts can be shared.
To delete an invoice, open and edit the invoice, then choose Delete at the top right. After an invoice has been deleted a new invoice can be added to the job if needed.
Attorney info is now populated on California affidavits, based on the Client company and Contact for a job.
The Discount has been removed from invoices, which allows you more flexibility and clarity for your customers.
For companies who share jobs in ServeManager, you can make job notes Visible to the Client and/or Server by selecting who can see the note.