December
This What's New unveils a sleigh full of goodies to keep you entertained until the New Year.
The Document Management (Level 2) features are available now in preparation for the Premium Package release in early 2022. If you're currently a Starter or Essentials mattero client, take advantage of this opportunity and try them out before the official launch of our Premium Package.
It's not quite the end of the year, but keep watch for our 'Year in Review' email before we break for the holidays.
Document Merge Preview HighlightsSelecting "Save and Preview" now creates a preview of a document with all merge fields highlighted in yellow. |
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View Custom Fields Prior to MergeWhen creating a new document from a template, all custom fields will display on screen, ready for a quick data check before completing the Save and Merge process. |
Full Text SearchGet ready for mattero's Full Text Search, now available across most popular document types. Now it's even easier to search across all areas of mattero to find the document you're looking for. |
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More Custom Field TypesParagraphs and Calculated Fields have been added to the current list of custom fields. Paragraphs enable the recording of multiple lines of text, while Calculated contains existing database fields to which you can apply additional logic. |
Customise the Matter Grid LayoutHide or show up to five (5) columns in the matter grid layout. Remove existing columns and display custom fields; the choice is yours. |
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Productivity Report GroupingsThe Productivity by User report now groups by User by default. Drag and drop column headings to add or change groupings based on what you need. |
Updated Xero Description FormatWe've added even more fields for the Xero Description Format:
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Additions to the Invoice TemplateUser Intitials and Duration Minutes fields are now available fields on the Invoice Template. You can update your Invoice Template to include these fields today! |
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