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Credenza Pro Features

 
Credenza Pro
Shared Files
Workgroups
Manage Documents
Team Email
Group Scheduling
Common Address Book
Record Time for Others
Track Expenses
Shared Tasks & Notes
Take Messages
Send Invoices
Track Payments
Manage Trust Accounts
Track Retainer Balances
Monitor WIP
Batch Bill
Collection Assistant
Search Full Text
Personal Preferences
Connect from Anywhere
Privacy Options
Security
 

Privacy Options

With Credenza Pro you can be sure that your private information isn’t visible to other Team Members. If you have Files that you don't want anyone in the Team to be able to see you can simply make them Private. The Files and all associated items will remain private and will not be shared with the other members of your Team. At a later date you can chose to share the File with other team members. Ultimately you control who has access to your Files and their associated records.

Private File

 
 

 
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