In Focus Tab for Accounts

In Focus Tab for Accounts

The In Focus tab is a simple, clear view for Firm users to see any outstanding action items for this Account. From the In Focus tab, Firm users can see the following:

Client Tasks: Open tasks assigned to your clients.
Firm Tasks: Open tasks assigned to firm users, as well as Client tasks in Pending Review status.
Files: Active (not archived) files tagged with the Client Upload tag.
Invoices: Invoices with a status of unpaid, overdue, or failed.

By clicking View All, the user will be directed to the corresponding tab for the Account, where they can sort and filter additionally to limit their results.

Firm users can also create additional items by clicking the + [Item] box on the right.

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