Can I edit/add referral types to the 'Referral Type' drop down in matter info?
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general
Just wondering how firms record their incoming/outgoing mail at the moment? With a push for paperless and cloud, perhaps Smokeball can develop a post register :)
I cannot find the Notes feature ... to the side of the matter screen (where is it please)?
Before I had our own File Note but the Memo is available for billing so I only use Memo and quickly dropped the File Note.
Would be good if Memo has the option of entering the start and finish time for the phone call then that would override the current option of not putting in a start and finish time (which is a memo) — but if you put in start and finish time, then it will be a File Note as... (More)
Definitely trying to print less but sometimes easier with a hard copy of documentsÂ
