Thursday, February 23, 2017

NEW Scan Report

Reports->Management->Scans By Range lets you pull up things that got scanned by date range and lets you filter by document type. Need more filters? Just let us know, we'll put anything you need on it.

*NEW* Exception Report section also added under the Reports Menu, We moved in some of the other exception reports under it to keep the Reports tab from getting too many options under it and scrolling off of your screen. 

Wednesday, February 22, 2017

NEW Powerful Exception Report

NEW Powerful Exception Report:

Reports->Completed Jobs By Range (Certain Docs Not Attached)

This reports lets you select multiple documents or use a wildcard and pulls completed jobs that do NOT have them attached. You can filter by multiple job types, multiple manners and multiple client price codes.

You can very quickly find completed jobs with no affidavits scanned, or other documents not scanned with this report.

Being able to find things that did NOT happen is huge. Thank you to our customers for asking for this one, we love your input!

Monday, February 13, 2017

Fully Customizable Forms Exactly How You Like

We're happy to dial you in with custom affidavits to fit your agency. Sometimes we have to charge a little, sometimes we don't.

Have a look at some of the forms below, we're happy to give your business its own distinct look that separates you from your competitors:

Monday, January 23, 2017

Data Hub Interchange

Good Morning,

Thanks to the diligence and patience of some good customers, we have found a glitch in the hub that may have caused you to miss receiving back information on some jobs.

You are going to get flooded with events, documents and photos now. You may apply them. If you have already invoiced the job on your end, then none of the events will apply on them.

Big thanks to The Chase Agency, J&E Process, MLQ Attorney Services and JK Investigations for helping us find this one.

I'm sorry it took us so long to find the problem. It was hard and your help made it possible. Now we will code in an advanced system that lets you monitor posts that failed and find out why they failed and choose to re-send them or delete them.

Thank you again!


Wednesday, January 18, 2017

Accounts Receivable Update

In addition to sorting on columns, you can now also filter by Date Invoiced range!

Force One Invoice Per Job

One of the neat features about LDMax is its ability to have multiple invoices per job. This is huge if you are an investigator and need to do progressive invoicing or if you have a relationship with your client that allows for this.

However, some agencies have a more rigid workflow and need to ONLY have one invoice per job. This is especially true if you are in a high volume situation doing data exchanges and law firms only want to see one invoice per job.

Going to Configure->General->Company Variables and setting the checkbox under Basic Settings for Only Allow One Invoice Per Job will prevent you and your staff from accidentally compiling more than one invoice on a job.

Thank you for your suggestions!