We'd wish you a Happy New Year, but we're in February already!
2022 is off to a flying start with our latest What's New. More usability, more collaboration, more drag and drop, and a simplified system set-up is all on offer; what more could you ask for?
We always have more. Watch the video for a sneak peek at what's next!
Search Matter Timeline
You can now search all activity in a Matter's timeline and filter by either date or text.
For consistency, recipients are now called "Assignees".
Re-assigning a Contact to a Referral Task is also much easier; enter a Contact's name and they'll receive an email notification for their new Task.
When a Referral Task is marked "Done", the person who assigned the Task now receives an email advising the task is complete.
Drag and Drop Folders
Drag and drop a folder of files direct into mattero Documents.
Any files in sub-folders are automatically tagged with the name of the sub-folder.
Share Document via Link
Share your mattero Documents with third parties via a secure, custom generated link.
Set an expiry date to ensure security is maintained, or revoke access at any time.
Flexible Custom Fields
Web addresses are now clickable in text and paragraph Custom Fields, and you can also now set a default value on a Custom Field.
Move Time Records
Easily move incorrectly assigned time records from one Matter to another through the Costs "Bulk Actions" feature.
Filter Contacts by Type
Prefer to view contacts by person or company?
A new filter by 'Contact Type' has been added to the Contact List.
Delete Non-Activated Users
Invited Users who never activated their accounts can now have their accounts deleted.
Security Roles Control
Hold greater control over access to your system.
A simple on/off switch now sets permissions for each Security Role in mattero.
You asked for it
To finish off this What's New, a couple of report updates requested by you, our users: