Results for Updates · see all
A document you can’t see can no longer be modified. It’s the most important thing in this release and it has nothing to do with folders.
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Discover the improvements we’ve added in each release to make Iurefficient a more powerful, intelligent and secure tool for your professional practice. v4.79.0 — The assistant cites legal sources Four fixes, none of them a new module. The first two belong to the same family: features that were complete and went unnoticed,…
Read more →v4.76.0 — People and companies, and research that actually finishes now It’s natural to think that a lead works at a company, and the CRM had planned for it without letting you enter it anywhere. In one real instance: more than eight thousand people and none with a company, against thirteen hundred companies registered. What…
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v4.77.0 — Task filters, and the incoming lead inbox The status dropdown filtered by the project’s status, not the task’s. Since at a firm almost no project is “pending,” asking for “pending only” returned a tiny list with tasks in the wrong status. The same happened with the…
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v4.75.0 — The CRM email package No campaign went out with an unsubscribe link. The consent gate, bounce suppression and the unsubscribe page were built… and the email went out with no way to unsubscribe. Now it’s a requirement: without a public domain configured, the campaign refuses to send instead of going out without…
Read more →v4.70.0 — The CRM is no longer just a list of leads A dedicated sales inbox: emails come into the CRM and attach to their opportunity. When the routing isn’t unambiguous, it doesn’t guess — it goes to an unassigned tray, because an email attached to the wrong opportunity is worse than one without…
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Discover the improvements we’ve built into each release to make Iurefficient a more powerful, intelligent, and secure tool for your professional practice. v4.69.0 — The project is in charge of its assistant Until now the assistant responded the same way in all your projects. How it reasoned depended on what each person had configured in their browser, so…
Read more →v4.67.1 — Calendar times, and text documents Calendar events show in your time zone. Those coming from Google appeared shifted by six hours (a 4:00 p.m. meeting was drawn at 10:00 p.m.). The server stores them correctly; what was missing was saying they are an instant in UTC, and not a…
Read more →v4.68.0 — Project positions At kickoff, a team is usually a list of roles (“an architect, two developers, an analyst”), not of people. Since 4.60 a task could request a profile, but that profile didn’t exist as a project member: it didn’t appear in Members, had nowhere to carry its rate and there was no one to…
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v4.66.0 — Deadlines are edited where you see them
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v4.65.0 — The brand in its place, hours that actually get reported, and notifications that lead somewhere
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v4.63.0 — Know where you are, and go back Opening a document no longer takes you away from where you were. A document from an opportunity, a signature or a quote is displayed right there, without traveling to the Documents screen and having to click your way back. The chat for opportunities and taxpayers…
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