We’ve made massive enhancements to Automatic Time Capture to make it, well, fully automatic! Also included in this release is a slew of enhanced security/privacy preferences, UI upgrades and more!
AUTOMATED TIME CAPTURE
Inbound & Outbound Call Functionality
Users of Automated time Capture can now make outbound calls & receive inbound calls from their assigned Centerbase phone number and automatically capture billable time for time spent on calls without exposing their personal number to the client.
Enables timekeepers to have unique numbers for SMS and calls. All inbound calls are forwarded to your phone seamlessly and automatically captured as a billable event. All outbound calls to clients are captured as well.
Allow unique numbers assigned to timekeepers.
Allow calling SMS number back and use call forwarding.
SECURE CHAT ON ACTIVITIES
Chat Functionality Added to All Record types
Case Chat is now in all Record types. Mention notifications and chats you are subscribed to will take you right to the appropriate Record upon clicking
Enhanced Collaboration Tools Added to Taskframe
We’ve added a ton of new tools within TaskFrame to enable your team to collaborate more effectively on cases and projects within Centerbase. We’ve also updated the UI of cards and boards to be more visually intuitive.
Add checklists for your to-do’s on cards
Add attachments directly to cards – image files display a thumbnail, but other files simply display the file extension
“Go to Task” button to quickly jump to tasks associated with the card