Release Update
New in RedView

Product Release · 2026.14

Five features to exploreWant to know more?

This release adds new ways to view your personal workload and KPIs, manage enquiries, monitor system emails and configure campaign matching. It also extends the features available in the RedView smartphone app.

Quick View

Available withAcuity, CRM, Tasks

Select the new Quick View button in the title bar to open a panel on the right of your screen.

RedView title bar with the Quick View button highlighted
Select Quick View in the title bar.

Quick View brings your personal information into one panel. Pin it to keep it visible while you work, and move the components up or down to customise their order. These settings are saved locally and retained when you next log in.

RedView dashboard with the Quick View panel open on the right
Keep your personal information visible alongside your dashboard.

My Personal Enquiries

Available withCRM

The new My Personal Enquiries filter shows only enquiries where you are the Assignee. It is selected by default when you log in.

The existing My Enquiries filter remains available. Select it to see enquiries where you are the Assignee, Assigned By or Owner. You can use only one of these two filters at a time.

Enquiries search toolbar with My Personal Enquiries selected
Use My Personal Enquiries to focus on enquiries assigned to you.

Sent Email Logging

RedView now logs emails sent by the system to external recipients. The Administration console displays a summary by product area and time period, providing a clearer view of how the email features are being used.

External Emails Sent summary with product-area breakdown and totals for today, this week, this month and last month
View system email usage in the Administration console.

UTM Code Matching

Available withCRM

Your firm can now choose which UTM parameters the RedView CRM API uses to match incoming enquiries to RedView campaigns. The available parameters are Source, Medium, Campaign, Content and Keyword.

To configure these options, go to Configuration → Firm Settings → Enquiry Defaults and open Digital Tracking.
Digital Tracking settings with switches for Source, Medium, Campaign, Content and Keyword
Choose which UTM parameters are used for campaign matching.

Mobile App Enhancements

The RedView smartphone app now includes:

  • KPI summary
    Available withAcuity
    View the summary dashboard chart available in quick view.
  • Duplicate name checking
    Available withCRM
    Check for duplicate names when adding enquiries or contacts.
  • Matter filters
    Available withAcuity
    Filter the matter list by unbilled fees and total debt above a specified amount.
Personal KPI summary in the RedView smartphone app
View your personal KPI summary.
Mobile matter filters highlighting Unbilled Fees greater than and Total Debt greater than
Filter matters by unbilled fees and total debt.

See how RedView can grow your practice and save your firm time and money. No-obligation demos take just ten minutes and are run remotely.