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08/06/2021

New 2.20 Features:

  • New login page with Two Factor Authentication
  • New lead page updates
  • Updated menu
    • New look
    • Pinned Files feature – allows you to pin certain files to the file menu so they are more easily accessible, without the need to search for them
    • Can also pin particular reports
    • Recently Viewed files – expanded from 5 to 10
  • SMS functionality
  • File Export
  • New Lead Tab type: “Settlement Information” with sub-tabs “Term Settlement View” and “Forecaster”
  • New Edit Lead tab: Forecast
  • New Debt Manager feature: Attorney approval from Debt Manager
  • EditLead Tabs
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