Adding 'Value' and 'Currency to legal intake, custom fields included in global search, exchange rate hover text.
In this release:
Legal Intake forms can now be configured to include the 'value' and 'currency' fields, so that when completed by the person submitting the request, these will auto-populate the matter form.
Custom fields are now searchable from the global search bar in the top navigation ribbon. This will return all custom fields stored on the matter and allow you to click directly into the matter.
Exchange rate hover text now shows the rate at which external expenses have been converted down to the 3 decimal places, making it easier to identify the rate used in the calculation.
If you require more information or support, please click the ? in the top navigation bar of your Xakia platform, or email support@xakiatech.com.