We've added a handful of email settings to help you customize your workflow and speed-up repetitive tasks.
Learn how to prioritize, schedule and find jobs that need attention, then archive jobs that are completed.
Select one or more jobs and choose Archive Jobs to close jobs that have been served, paid or otherwise completed.
This new feature calls attention to high priority, rush jobs regardless of the due date. These jobs will appear at the top of the Open jobs list, and a "Rush" watermark appears on the fieldsheet.
Now you can save Service Instructions for states, courts, clients, rush jobs, etc..
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.
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.
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.
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