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Version 1.1.1

  • Writer: Leslie Leahy
    Leslie Leahy
  • May 12, 2024
  • 1 min read

Today we added support for firms in the United Kingdom, and a few merge fields.


United Kingdom Support

  • All currency related fields use the British Pound

  • Nightly processes for UK based clients are adjusted for the correct time-zone


New Merge Fields

  • First Last Name: Inserts the clients name as "First Last" name (Eg: "Jordan Belfort"), where the client doesn't have a first or last name on the client card it will automatically fall back to the Actionstep "display name".

  • File Reference: Inserts the "File Reference" for the matter





 
 
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