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RedView

Phone: +61 (0)2 9262 4396
Solutions
Legal CRM
Business Intelligence
Client Portals
Lawyer Mobility
Timekeeping
Task Management
Phone Message Management
Integrations & Partners
Case Studies
About Us
News
In The Press
RedView Blog
Partner Portal
Contact
Request a Personal Demo
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Feature Updates & Product Tips

Details of updates to the RedView product suite. Select the applicable product below.

Stephen Butler
July 19, 2023
CRM

CRM Outlook Add In

Stephen Butler
July 19, 2023
CRM

Easily capturing new enquiries is a key aspect of the RedView CRM product. To assist here the product provides an Outlook add in for use with Office 365.

Stephen Butler
May 29, 2023
Acuity

Budget Chart

Stephen Butler
May 29, 2023
Acuity

A new chart is now available that provides an overview of the full year budget for staff.

Stephen Butler
May 25, 2023

Fee Estimate Defaults

Stephen Butler
May 25, 2023

Fee Estimates can be recorded against an enquiry and this information can be used in a numbers of ways.

Stephen Butler
May 22, 2023
Acuity

Non-Billable Time by Staff Member

Stephen Butler
May 22, 2023
Acuity

A new chart is now available that provides an analysis of the billable time by staff member.

Stephen Butler
May 18, 2023
CRM

Recording the risk assessment of an enquiry

Stephen Butler
May 18, 2023
CRM

A new feature has been added to RedView CRM to allow the recording of any risk assessment that has been made for a new enquiry. This is found under the Risk Assessment panel in new enquiry details.

Stephen Butler
May 14, 2023
Acuity

Expanding Charts to Full Screen Mode

Stephen Butler
May 14, 2023
Acuity

The Acuity product's approach to building dashboards is to provide a suite of chart options that the user can select to create the information panel they need.

Stephen Butler
May 9, 2023
Acuity

Matter Lists & Exporting Data

Stephen Butler
May 9, 2023
Acuity

A major new piece of functionality is now available in RedView Acuity to allow you to create lists of matter information and export it to Excel, if required. This is available under the Matters icon in the RedView portal.

Stephen Butler
May 4, 2023

Managing enquiries using the board view

Stephen Butler
May 4, 2023

The list view of enquiries is the default presentation of new enquiries, however the board view is a useful way to group and manage enquiries, using a task management approach.

Stephen Butler
May 2, 2023
Acuity

Matter Lists & Exporting Data

Stephen Butler
May 2, 2023
Acuity

A major new piece of functionality is now available in RedView Acuity to allow you to create lists of matter information and export it to Excel, if required. This is available under the Matters icon in the RedView portal.

Stephen Butler
March 6, 2023
Acuity

Potential Office Transfers Chart

Stephen Butler
March 6, 2023
Acuity

A chart is now available that helps identify funds that can potentially be transferred from the Client/Trust account to the office account to pay debtor invoices, moving cash into the business.

Newer Posts

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