Legal Intake enhancements, report detail and bug fixes.

In this release:

• Legal Intake -
  • renaming of fields has been changed to occur in-line
  • instructions - you can now add instructions to the front screen of your legal intake form
  • dashboard data on intake is now available to all users, not just those who are Legal Intake administrators.
• Reports:
  • Multi-currency value has been identified in all reports
  • Confidential matters - the manner in which confidential matters are displayed (or not displayed) is now explained on the front page of the report.
• Bug fixes:
  • Card View -
    • Drag & drop at bottom of swim lane was glitchy. Now fixed.
    • Showing all cards in a swim lane was glitchy. A 'Load More' button has been added.
    • Filter of 'status' levels on the status swim lane was greyed out. This is now active.
    • Filters were resetting when swim lanes were changed. This is now fixed.
  • External Resources Hub - submitting invoices was not showing a confirmation. This is now fixed.

If you require more information or support, please click the ? in the top navigation bar of your Xakia platform, or email support@xakiatech.com.