This update brings several bug fixes and quality of life improvements, as well as an update to the SMS permissions page to support new regulation with business text messaging.
Originating Attorney Report
Columns and filters on the Originating Attorney Report are now saved between sessions and when refreshing the page.
When saving a payment, the user is now navigated to the related contact, matter, or invoice.
The SMS permissions page has been updated to provide dynamic information regarding the approval status of the firm’s application to sign-up/utilize Text Messaging.
Custom fields on the matter record will now retain text formatting.
Submitting an eSignature request with the ‘Request signature in this order’ option is now working as expected.
Matter tags are now displaying on the Originating Attorney detailed report as expected.