Latest Product Updates (11 March 2025)

New 🌟

Client Requests Reminders
– Reduce the need to follow up with clients manually; reminders can now automatically be sent for Client Requests.
Xero Integration
– Connect and import your Customers from Xero.
Quickbooks Online Integration
– Connect and import your Customers from QBO.
Client Following Notifications
– Users following a Client will now receive Inbox notifications when Contacts upload files to Shared Folders, with filenames included.
Send Client Requests via Task Card
– Quickly send all Client Requests directly from the Task Card.
Audit Trail for Documents
– Keep track of document changes with a full audit trail.

Improved ⬆️

Task Index Filter Update
– The "Include Subtasks" filter is now a select menu for "Type," allowing users to choose from Tasks, Subtasks, or Client Requests for better task management.
Bulk Actions for Client Requests
– Easily send Client Requests using the updated bulk actions on the Task Index.
Task Templates Enhanced
– Client Requests can now be added directly to Task Templates.
Automatic Contact Addition
– Contacts will now be automatically added to Client Requests, simplifying the process.
Inbox Notification Updates
– File upload notifications now include filenames for better clarity.

Fixed 🔧

Search on Client Requests
– Improved search functionality for easier navigation.