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.