Opportunity items can now be created in Opportunity Manager from an Entity in Client Manager. Existing opportunities can be viewed from an entity without leaving Client Manager. A project s workpapers are only one click away. The entities data folder is also available from within the project. Customizable outline entries can be created in the Project Manager module.
Administrators can add items to the navigation bar for quick access to firm resources.
Project Manager now has a feature to link a project to CaseWare Working Papers 2000. Users can open workpapers in CaseWare directly from the Project Manager screen. Activity and mail merge creation is now accessible from views in Project Manager. A new Hide Projects feature allows administrators to hide projects that are no longer used. Mass edit now incorporates clearing of project stage history.