Default Search
Iinsight now remembers your last selected search even if you log out - which will save a lot of time for users that chose the same search preference regularly, for example in the Case List search, you may prefer to search by Last Name:
The default search function also applies to all other areas in iinsight where you can search, such as the Case List/Documentation Tab whereby you may wish to search by ‘Title’ as default instead of ‘Author’:
Referrer Monthly Report has 3 New Fields/Columns
The Referrer Monthly Report now contains 3 new fields:
Bill To First Name
Bill To Last Name
Comments
This enables users to save time by gathering more data in one single report.
New ‘Next of Kin’ fields are available in the Case list/Client Tab
Some clients are required to enter ‘Next of Kin’ details into iinsight - to accommodate this we have added new ‘Next of Kin’ fields into the Case List/Client Tab as per the below example:
New Columns are Available in Admin/Manage Users so you can monitor when a user has been created/disabled/re-enabled
We have added 3 new columns under Admin/Manage Users:
Date Created.
Date Disabled.
Date Reactivated
This enables better management in regards to when users were added, disabled and re-enabled going forward.
Document Folders are now available in the ‘Your Company Knowledgebase’ Feature
If you select the ‘Your Company Knowledgebase’ feature under the help icon as below:
You will be pleased to see we have now created a Document Folder structure which can go up to 3 levels as below:
If you select New:
You have an option to add a file or create a Folder:
If you choose to ‘Create a folder’ you can then add a Title and Description if desired:
The title will then show in the folder structure as per the below example:
You can add a new sub folder by selecting new with a folder already highlighted:
After you have created a sub folder and select New again you will get an option to ‘Add a file’ only:
You can also ‘drag and drop’ a file from one folder to another, when the file is successfully dragged to an area in the desired folder it is highlighted yellow as below:
Then when you release the folder is moved.
‘Bill To Contact’ can be changed in ‘Invoice Details’
In the Case List/Accounts Tab if you highlight an Invoice and select the ‘Details’ Button you may now change the ‘Bill To Contact’ to save having to recreate the invoice again as below:
The ‘Bill To Contact’ can be changed as below:
Report Improvement for ‘Overdue Accounts Report Detail’
We have made improvements to the ‘Overdue Accounts Detail Report’ which has significantly improved the speed of this report 10 times faster than previously.
New Printing Option for Exporting Individual Invoices to PDF
To give clients even more choices for Printing Invoices there is now a new Printing Option available for ‘Exporting Individual Invoices to PDF’ under the Options menu/Printing Options tab called ‘Bill to Company, Client Name, Claim No and Invoice No’:
