Items on the main menu expand and compress to fit the users display. We have made many new feature enhancements in the Client Manager module. This feature allows for users to easily navigate to an entities documents or workpapers on the network. The client s folder is one-click away. Customizable outline entries can be created in the Client Manager module.
Administrators can add items to the navigation bar for quick access to firm resources.
Activities and mail merge documents can be created from each view. Users do not have to drill down into the entity to create various types of activity items. Additional views have been created to help facilitate the mail merge functionality in Client Manager. Ten additional custom fields have been added. Opportunity items can now be created in Opportunity Manager from an Entity in Client Manager.