Feature Requests

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'Update All' checkbox for Firm/Client settings

It would be incredibly helpful if there was an option to 'Update All' when changing settings, especially those on the Invoice Settings tabs. (default template, interest settings, delivery method, please list more).

Sometimes a firm may not want to change settings for standing clients/matters, but often they do. To accomplish this now, export/import must be used, and not all fields are available there.

  • Guest
  • Feb 17 2021
How often would you use this request?

A lot

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  • Admin
    Shoaib Mehmood commented
    24 Mar, 2021 09:56am

    Thank you for your suggestion. While we review this request, you can use Matter Import/Export for this purpose as it now supports all of the fields under the Invoice Settings tab.