History/Activity Tab within each Matter

January 30, 2017 no comments

History/Activity Tab within each Matter

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Crystal

I think that it will be really helpful if there was a history/activity tab in each matter. I have used other practice management software that had this feature, in addition to the designated individual tabs for notes, tasks, calendar, etc. The history/activity tab will give the user a bird’s eye view of everything that has occurred in the matter, without the user jumping from tab to tab. Further, the history/activity tab should allow the user to filter the activity within it by type and should access to the appropriate entry when clicked.

Esther Peralta answered
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    Esther Peralta

    Hi Crystal,

    Thank you so much for your feedback! I can see how that would be helpful for you and other law firms. I’ve entered the request on your behalf.

    Thank you,

    -Esther

    Esther Peralta answered
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