Users now receive an email displaying an activities basic information with a link back to the originating activity. After receiving the notification email, users can easily add the item to their personal calendar by clicking a button. Firms that have implemented the Time Entry module can easily add a time item from an activity document. Activities can be tagged to a specific project. Customizable outline entries can be created in the Activity Manager module.
Administrators can add items to the navigation bar for quick access to firm resources.
Each activity has a purge limit. This limit allows administrators to easily purge older activities that are no longer needed by the firm. Support staff can now show users that items are being worked on rather than just having an Active or Resolved status. Customizable outline entries can be created in the Support Manager module. Administrators can add items to the navigation bar for quick access to firm resources.