We are really pleased to announce the release of the new iinsight 5.0.2. In addition to a number of iPad and Android Fixes, this new version brings some new useful features and enhancements as below.

Mac users will be delighted to know that there is now an Office Add-on for Mac under the help section as below:

This new add-on allows Mac users to open and save Word and Excel files directly into iinsight in the very same way as Windows users do.

When searching for a company, the search button now looks for substrings. For example, under Case List/New Case/Select type of Case as Company, type ‘Test" (as an example), and you get a result which displays any company containing that information as below:

From now on, all company searches are conducted this way.

Under the companies tab there is now a new feature to Merge Companies, as per the below example, there is a new Merge button:

When the Merge button is selected you get the below message "Select the Companies you would like to Merge":

In the case you are looking for a company specifically, you may type the name of the company you would like to merge in the search field as per the below example:

Click on the Company name and then select Merge.

A message appears advising you are going to Merge companies as below:

Select OK and then Close.

The Company Contact details are now merged as below:

There is a new feature called Dedup (abbreviation from the technical term deduplication) which removes duplicate contacts quickly.

In the Companies Tab/Company contacts there is a new Dedup button as per below example:

In the above example there are some duplicate contacts - If you select the Dedup button you will get a screen that will allow you to select duplicate contacts as follows:

By pressing the dedup button, you will see that the duplicate contacts have been disabled (in red) as below:

Deduplicated contacts are disabled. In all cases where the bill to, referrer or employer is a deduplicated contact, this contact will be replaced by the original contact that was selected in the first place when you began the dedup process. Each invoice has its own bill to contact. Therefore, changing the case’s bill to doesn’t change the Invoice’s bill to contact. Invoice contacts are not replaced by this feature and past invoices aren’t affected.

There are some small changes in the Finance’s invoice Tab. The new look interface is as below:

IPad is no longer in Beta phase (Testing) and is now fully supported.

We are pleased to announce that many bug fixes for Android platform are included in this new release.