Results for Updates · see all
v4.43.0 — Your generated documents, on your stationery The AI now writes on your letterhead. When you import a blueprint from a .docx, that file is kept as a design template: when you ask for a document (minutes, a brief, a proposal), it comes out in Word with your firm’s letterhead, logo, fonts and margins…
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Discover the improvements we’ve added in each release to make Iurefficient a more powerful, smarter and more secure tool for your professional practice. v4.42.0 — Reports that actually draw what you ask for, send themselves and protect your data Your charts finally come out the way you asked. In the report builder, when you chose “pie”…
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v4.41.0 — Signing lives in the project, the tax module understands your payroll and the CRM tells you who you already know Signing a document is part of the project, not a separate formality. From the menu of any document, “✍️ Send for signature” appears, with the document and project already selected. The project dashboard debuts…
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Discover the improvements we’ve added in each release to make Iurefficient a more powerful, smarter and more secure tool for your professional practice. v4.40.0 — Your documents on your phone and the complete manuals inside the help Viewing documents on mobile, finally done right. On the phone, PDFs weren’t displayed (the…
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Discover the improvements we’ve added in each release to make Iurefficient a more powerful, smarter and more secure tool for your professional practice. v4.39.0 — Your portfolio decides with data: project weighting and Electronic Signature Which project should the team be on this week? The new Portfolio (button in Projects) answers with numbers: each active project…
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v4.38.0 — Who can take on more? The workload heat map Stop guessing who’s overloaded. The new workload balancing section shows a heat map by person and week: how many hours of estimated work each person has against their capacity, across all projects. Green = has room, blue = in…
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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. v4.37.0 — The CRM thinks with you: opportunity chat, projects from the deal and clients that transform Every CRM opportunity now has its own advisor. On an…
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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. v4.36.0 — Editor with formulas and diagrams, YouTube back in the chat, and the tax module fixed The document editor learned math and diagrams. The platform’s text editor…
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Discover the improvements we’ve added in each release to make Iurefficient a more powerful, smarter and more secure tool for your professional practice. v4.35.3 — The external portal, tailored to each client Your clients can now recover their password on their own. On the portal’s sign-in screen you’ll see “Forgot your password?”: the external user enters…
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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.* v4.34.2 — Content search covers Word, Excel, and Markdown Searching inside your documents now works with all your text files. The content search introduced in 4.34.0…
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Conoce las mejoras que hemos incorporado en cada versión para hacer de Iurefficient una herramienta más potente, inteligente y segura para tu práctica profesional. v4.33.0 — Tareas del CRM en el calendario y tareas personales Ya puedes crear tareas personales, sin caso. Hasta ahora toda tarea tenía que pertenecer a un caso o proyecto. A…
Read more →Discover the improvements we’ve added in each release to make Iurefficient a more powerful, intelligent, and secure tool for your professional practice. v4.32.2 — Task management in the CRM, finally visible Now you really can manage tasks inside the CRM. On a lead or opportunity record, the…
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