We are pleased to announce 3 new updates to Lexicata that have been released over the past few weeks. Read on for the details, or watch the video overview to find out how it all works!
Set Appointments On Other Users' Calendar
Lexicata now allows you to schedule appointments on other users' calendars, in addition to your own. This gives you a lot more flexibility when it comes to scheduling appointments.
Simply use the select box on the appointment scheduling form to pick one or more users from your account, and the appointment will be added to each person's own calendar, based on their Lexicata calendar settings.
Filter the Pipeline By User
The Pipeline view now has the ability to be filtered down to only show matters which are assigned to a particular user. This should make the workflow a lot smoother for accounts with multiple users by enabling you to focus on only the matters which you are responsible for managing.
Use the dropdown menu at the top of the page to navigate between different users' pipelines, or you can always choose to show "All" matters as well.
You can also adjust your settings to always show your own matters by default. Simply check the box in your matter settings labeled "Default to your assigned matters."
More Contact Info
Lexicata now allows you to add multiple addresses, emails, and phone numbers to any of your contacts. We also added a "Middle Name" field. This makes our CRM more powerful for all your contact management needs.
Simply click the "Add" button to add additional contact records from the New or Edit contact forms. Your (or your clients) can also do the same thing from an intake form.