Bulk Edit – Do More With Less Effort

Say a due date is approaching for 10 Clients simultaneously and you want to dispatch one more email to all those Clients. Or maybe, you worked on 10 different Tasks today and want to post a common comment to ask your colleague to check your work before finalization. Or maybe, you need to update information about 10 Clients and you wish to associate one contact person with all these.

You need not put in 10 times the effort to address either of the above, as opposed to what you would if you were doing the said action for 1 Client or Task or Reminder. Select multiple items at once – in any of Firmzen’s modules, and apply a bulk action to selected items!

Find Answers To All Your Practice Related Queries

Data, data, data! There’s a plethora of data that you (should) capture on a day to day basis managing your Practice. There are lists everywhere – lists of Tasks, Clients, Invoices and more. And with a growing practice, these lists tend to grow exponentially. Capturing data in day to day operations is essential but it makes sense only when you interpet it, with the fitlers that you want.

Today Firmzen introduces advanced multi-query search capability that allows you to slice and dice your data the way you want with as many filters as you want. Continue reading