This article gives details on the new Interface within Unity Practice Management
Introduction
We are introducing a preview of the new Unity interface with a fresh new look. This is an optional update that you can experience anytime. Your feedback will help us shape the evolution of Unity. This document outlines key changes to get you started.
Main Features
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Side Menu: Your top menu is now on the left side for a more intuitive layout.
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- App Launcher: Access additional D&D applications, including Unity Lender Centre.
- Quick Create [+] button: Create Matters, Opportunities, and Contacts
- Dashboard: Your "Day at a Glance", “Events” and “Staff Availability” views.
- Matters: Manage (Search, create and edit) your Matters
- Contacts: Manage (Search, create and edit) your Contacts
- Opportunities: Manage (Search, create and edit) your Opportunities.
- Integrations: Access mortgage instructions and other integration services
- Projects: Coming soon….
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- Profile and Settings Menu: Manage your Unity profile, access administrator settings, switch to classic view, log out and more.
- Notifications: Your Unity messages and alerts, including UnityC, under the bell icon.
NEW VIEW VS. CLASSSIC VIEW
NEW VIEW
CLASSIC VIEW
VIEW COMPARISONS
| Comm | Classic view | New View |
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D&D App launcher Lender Centre and Unity Accounting |
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Creating Matters, Opportunities and Contacts.
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To create Custom Matters, go to the Matters section in the left menu. Projects are not included in this version. Use the Classic interface to create them |
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Dashboard
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Matters
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Contacts
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Opportunities
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Check for New Mortgage Instructions and Other Integration Services
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Administrator Setting, User Profile and More.
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UnityC and Messages |
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| Opt-out and feedback for the new Unity interface | ||
FAQ's
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Where is the top menu?
- The top menu is now on the left side. This is where you can access features like Matter Creation, Dashboard, Matters Search, Contacts, and Opportunities.
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How do I create a new matter?
- The Quick Create [+] on the left-side menu will allow you to create Matters, Opportunities, and Contacts quickly. You can also create matters from within the Matters page, just as before.
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How do I check for new mortgage instructions?
- The Integration Menu on the left-side. You can access mortgage instructions, Title Insurance, and LLC Payout Services.
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Where do I go to administer my firm?
- For firm administrators, the options are now in the User Menu that is located under your name at the top-right corner.
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How do I update my Unity credentials?
- The "Manage Your Profile" menu located under your name at the top-right corner.
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Where is UnityC?
- The Notification bell icon at the top-right corner of the interface. It contains Unity Messages and UnityC.
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How do I access Projects?
- A Projects shortcut is currently not available from the new left side menu. Continue to use the Classic interface to access Projects functionality.
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I want to access Unity Lender Centre, where do I go?
- The App launcher (Waffle menu) is in the top-left corner of the interface. You can access Unity Accounting, Unity Entity Management, and Unity Lender Centre.
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I want to switch back to the Classic View; how do I do that?
- The User Menu that is located under your name at the top-right corner. It contains the option to "Exit Trial" to return to the original interface. Please give us feedback!
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I need help, who do I contact?
- If you have any questions or run into any issues, please contact our Customer Service Centre by submitting a ticket or by contacting us at 1.866.367.7648.