Immigo – New Report Filter and Notification Triggers

We’ve just added some extra capabilities to Immigo’s notifications and reports features.

Notifications

There are now two new events which can trigger notifications in Immigo:

  • Deposit Added – A case notification can now be triggered when a deposit is added to the fees section on a case.  This means, for example, that the accounting administrator in a firm can automatically notify consultants on a case that the deposit has been received and work can commence;
  • New Company Created – a company notification can now be triggered when a consultant adds a new client company to the system.  This might be handy, for example, if managers would like to review and quality control new company data added to Immigo.

Reports

You can now filter reports by multiple consultants, rather than just by a single consultant at a time.  You might want to use this if reviewing caseload for a team of your consultants rather than an individual, or for a particular attorney/paralegal combination.

We hope you find these small upgrades useful!  And remember – if you ever need any help, with this or anything else in Immigo, please call or email us – we are always pleased to hear from you.