Results for Updates · see all
Discover the improvements we’ve added in each release to make Iurefficient a more powerful, intelligent and secure tool for your professional practice. v4.37.0 — The CRM thinks with you: opportunity chat, projects from the deal and clients that transform Every CRM opportunity now has its own advisor. On an…
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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. v4.36.0 — Editor with formulas and diagrams, YouTube back in the chat, and the tax module fixed The document editor learned math and diagrams. The platform’s text editor…
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Discover the improvements we’ve added in each release to make Iurefficient a more powerful, smarter and more secure tool for your professional practice. v4.35.3 — The external portal, tailored to each client Your clients can now recover their password on their own. On the portal’s sign-in screen you’ll see “Forgot your password?”: the external user enters…
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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.* v4.34.2 — Content search covers Word, Excel, and Markdown Searching inside your documents now works with all your text files. The content search introduced in 4.34.0…
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Conoce las mejoras que hemos incorporado en cada versión para hacer de Iurefficient una herramienta más potente, inteligente y segura para tu práctica profesional. v4.33.0 — Tareas del CRM en el calendario y tareas personales Ya puedes crear tareas personales, sin caso. Hasta ahora toda tarea tenía que pertenecer a un caso o proyecto. A…
Read more →Discover the improvements we’ve added in each release to make Iurefficient a more powerful, intelligent, and secure tool for your professional practice. v4.32.2 — Task management in the CRM, finally visible Now you really can manage tasks inside the CRM. On a lead or opportunity record, the…
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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. v4.31.0 — Iurefficient now speaks English Write to the assistant in English and it replies in English. Until now, no matter what language you asked in, the assistant answered in Spanish. As…
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Discover the improvements we’ve added in each release to make Iurefficient a more powerful, smarter and more secure tool for your professional practice.* v4.30.0 — The client record, rebuilt: your whole client in a single view A 360° client-centered record. When you open a client, you’re now greeted by an actionable summary:…
Read more →Discover the improvements we’ve added in each release to make Iurefficient a more powerful, intelligent, and secure tool for your professional practice.* v4.29.1 — Open your Office documents instantly Viewing a Word, Excel, or PowerPoint file is now almost instant. When you open an Office document to read it, the…
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Discover the improvements we’ve added in each release to make Iurefficient a more powerful, smarter and more secure tool for your professional practice.* v4.28.1 — Edit your documents from the chat without altering the formatting Ask the assistant to change a piece of data in a document and it will change only that. When you need to correct…
Read more →Discover the improvements we’ve added in each release to make Iurefficient a more powerful, smarter and more secure tool for your professional practice.* v4.27.1 — Read/write WebDAV and long-lived passwords WebDAV access now lets you upload files, not just download them. Mount your documents as a network drive (Finder, Windows Explorer…
Read more →Discover the improvements we’ve added in each release to make Iurefficient a more powerful, intelligent, and secure tool for your professional practice. v4.26.1 — More reliable deep research Internet research brings back web results again. In certain cases — especially with long questions — the deep research feature failed…
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