Product Updates - 2025-08-27

- New Fields added in Contact Details. 

1. You can now add Mail Information to your contacts.
Use this field to include specific notes or details related to mailing — for example, preferred delivery instructions, mailing references, or additional correspondence notes.
2. The new Additional Address Information field allows you to record extra address details, such as building names, apartment numbers, or other location-specific information that doesn’t fit into standard address fields.
3. A Letter Salutation field has been added near the New Contact and New Company forms.
This allows you to quickly add or edit how contacts and companies are addressed in letters and documents.

- Improved Categories Management for Tasks and Events. When creating a new category, you can now choose whether it should apply to:

• Tasks only

• Events only

• Both Tasks and Events

This gives you more control and flexibility when organising your calendar and activity lists. To create or manage your categories, go to Account Settings → Planning section → Categories.

- Improved Contract section. Now you can select between Adding Existing Matter to a Contract or Creating a New one. You can now add an existing matter to a contract — no need to create a new one from scratch. This allows you to link already created matters directly to a specific contract, keeping all related information organised and connected in one place.

- Updated drop-down lists in the Account settings. You can now update and customize drop-down lists in the Account Settings. This means you can prepare and define your own suggestions for the Contact section fields — making it easier for users to fill in consistent and relevant information.

For example, you can predefine options such as:

• Client Status

• Gender

• Salutations

To manage drop-down lists:

1. Go to Account Settings

2. Open the relevant section (e.g., Contacts)

3. Add or edit suggestions for the fields you want to customise.

- Assign Possible Roles to Users.  As an Admin user, you can now configure which matter roles can be assigned to each user. This allows you to manage permissions more precisely and ensure that only relevant roles are available for selection.

A multi-select dropdown is now available in the Security section under  Available team roles, where you can define the possible roles for each team member.

- Separated Access Rights for Creating Accounts and Transactions. Access rights to create accounts and create transactions have been separated. This means you can now grant or restrict these permissions independently, depending on each user’s responsibilities in their user card settings.


We hope this will help you to start using it smoothly. If you have any questions or feedback, please feel free to contact us via support@amberlo.io. We are always happy to hear from you!