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  • June 19, 2013
  • New Features

Misc Attachment Display Name

Now you can edit the display name for each Misc Attachment, in case the filename is too long or nondescript.

  • June 17, 2013
  • New Features

Invoice Filters

Invoice filters are now consistent on both the Receivables tab and the Invoices tab for companies. The sorting for each filter has been updated as well to make it easier to view and find invoices.

  • June 13, 2013
  • New Features

Mobile: Server Name Added

The Process Server name has been added on the mobile site, so Owners and Admins can see who is responsible for each job.

  • June 06, 2013
  • New Features

Hide Notary Block on Affidavits

Now you can change the default setting to hide the Notary Block on new affidavits.

  • June 06, 2013
  • New Features

Edit Shared Jobs

Only the job creator can fully edit a shared job. However, each company can now update their Client, Process Server and Misc Attachments.

  • May 31, 2013
  • New Features

Jobs by Month Graph

Track your monthly job count by viewing a graph of jobs created over the last six months.

  • May 22, 2013
  • New Features

Aging Summary

An Aging Summary has been added to the Account Aging tab. The Aging Summary shows the total for all accounts for each aging category, as well as the total open balance for all accounts.

  • May 14, 2013
  • New Features

Mobile: Send Job Notifications

Pick and choose which job updates to email, and who they are sent to. Email notifications can be sent for Notes, Attempts and Affidavits.

  • May 14, 2013
  • New Features

Mobile: Create & Edit Affidavits

Now you can add, view and edit affidavits on the mobile site. Just select a job and expand the Affidavits section.

  • May 14, 2013
  • New Features

Mobile: Map the Address

While viewing the Addresses for a job, you can tap on each address to open a map of the location before you make the service attempt.

  • 141150 of 175 articles

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