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
Client Matters
The CM# experience has been improved with:
- Alphabetical sorting
- Quick access to recently used CM#s
- Easier editing from the query interface