Results for Updates · see all
A transcript is sixty pages nobody will read; what gets circulated after a meeting is the minutes. Now they come out in your company’s format, ask about what they don’t know instead of making it up, and their commitments become tasks in the work plan.
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The campaign page opens again. A campaign’s numbers stop contradicting its own table. The timesheet stops asking for what can’t be given.
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A thousand-page case file opens at the page you’re looking at From the network folder, opening a large PDF meant downloading it in full before seeing the first page. And every page jump could repeat the full download.
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WebDAV improvements and, soon, voice.
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The firm’s files, mounted on your computer
Read more →The network folder stops showing projects twice The case file gets organized inside, and you can browse by client
Read more →A document you can’t see can no longer be modified. It’s the most important thing in this release and it has nothing to do with folders.
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Discover the improvements we’ve added in each release to make Iurefficient a more powerful, intelligent and secure tool for your professional practice. v4.79.0 — The assistant cites legal sources Four fixes, none of them a new module. The first two belong to the same family: features that were complete and went unnoticed,…
Read more →v4.76.0 — People and companies, and research that actually finishes now It’s natural to think that a lead works at a company, and the CRM had planned for it without letting you enter it anywhere. In one real instance: more than eight thousand people and none with a company, against thirteen hundred companies registered. What…
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v4.77.0 — Task filters, and the incoming lead inbox The status dropdown filtered by the project’s status, not the task’s. Since at a firm almost no project is “pending,” asking for “pending only” returned a tiny list with tasks in the wrong status. The same happened with the…
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v4.75.0 — The CRM email package No campaign went out with an unsubscribe link. The consent gate, bounce suppression and the unsubscribe page were built… and the email went out with no way to unsubscribe. Now it’s a requirement: without a public domain configured, the campaign refuses to send instead of going out without…
Read more →v4.70.0 — The CRM is no longer just a list of leads A dedicated sales inbox: emails come into the CRM and attach to their opportunity. When the routing isn’t unambiguous, it doesn’t guess — it goes to an unassigned tray, because an email attached to the wrong opportunity is worse than one without…
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