Release Notes

Improved Client Matter # Selection

Client Matter # fields are now easier to use. The three most recently used numbers appear at the top, lists are sorted alphabetically, and selected CM#s are pre-populated for faster reuse.

Release Date
May 8, 2025
Categories
User Experience
Release Type
Regional Availability
US, EU, AU

The CM# experience has been improved with:

  • Alphabetical sorting
  • Quick access to recently used CM#s
  • Easier editing from the query interface