In the March releases, you’ll find more precision in calculated fields, customized roles in Lead Docket, and new functionality in Filevine’s Outlook Add-in.
Increased Decimal Rounding
Decimal and percentage amount fields and calculated fields now account for eight decimal places, allowing for greater rounding accuracy in large and recurring calculations. For certain large calculations where eight decimals won’t account for accuracy, it is recommended that users default to fractions.
Customize Roles in Lead Docket
Lead Docket users can now better align their roles with your unique team members. Administrators can make changes to roles in Lead Docket, including:
- create new roles to account for each type of team member
- edit role names and descriptions to reflect how your team works
- change role priorities to match your team’s hierarchy
Create a Project or Contact in Outlook
Users of the Outlook Add-in can now create a Filevine project and contact, all without leaving their inbox. Add new contacts or create a new project within the context of an email.
Note: If you currently use Lead Docket as your intake system, you should continue using your current intake methods to ensure that your leads are routed correctly.