Jarvis 28.12.2020 - New arrivals of December
New "Active / Inactive" status for clients of your files
Thestatus "Active / Inactive"already for parties and contacts related to your filesis now available to your customers! If your client is no longer involved in a file or has been replaced,you can pass it to "Inactive" status by the button on the file creation and modification form.
To avoid communicating or charging a former customer, anew label "Inactive"appears next to the inactive client(s) on your files.The addition or transfer of activities and invoicing are no longer possiblefor inactive clients on the relevant files.
Inactive contacts and folder documents
Always to improve the management of your files according to the status of your contacts, therelated clients, parties and contacts that are inactive on file are no longer displayed in winding lists when managing a file document.
Similarly, in thedocuments generated via Jarvis, in the tab "Jarvis Merge fieldÂ", tags associated withClients, Parties and Related Contactsinactive are no longer displayed. thus avoid everythingwhoproquoduring the editing of your documents!
Reset your file scan as of January 1
As is already the case with your invoice counting, you can presentreset your file scan as of January 1 of each year! If yourreference format files contains the year, you can choose from your settings ofreset your file scan in the new year.If you want to do it, WELCOME to CHANGE THIS PARAMÈTRE BEFORE DECEMBER 31, 2020!
In addition, we continue to make corrections to offer you an ever more efficient Jarvis!
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