Due Date Monitoring views now use the extension date, if available, rather than just the target or statutory date. FirmWorks now allows user s to add projects and budget items from within Project Manager rather than depending on the practice system. This feature can be turned on or off by the system administrator. Activities for the specified opportunity, as well as activities for the corresponding entity can be viewed from Opportunity Manager. Customizable outline entries can be created in the Opportunity Manager module.
Administrators can add items to the navigation bar for quick access to firm resources.
Activity Manager Activity Manager is a new module with FirmWorks 4.0 that allows users to create and locate all activities in FirmWorks in one area. Users can see at a glance all items that have been assigned. Each module in FirmWorks interfaces with Activity Manager to provide a central repository of all activity items. Activities interface with Template Manager to provide a powerful document collection system. Users have the ability to create and send an activity item to other users for follow-up and notification.