new
Workflow / Task Management
February 7, 2022
Client Properties Improvements
- Client Properties now has four new types: checkbox, picker, user picker, and date.
- In All Client Settings, the column widths are now adjustable, and these adjustments save.
- Properties can now be exported to a CSV.
- Links in Properties are now clickable.
Autosaving Tasks
- Tasks now autosave in Closes and Templates.
Fixes and Improvements
- The Client List page now loads up to 80% faster.
- There is a new Has Accepted Inviteproperty on Contacts so you can see whether your clients have logged into the portal.
- Transactions now stay selected after performing a bulk edit.
- Client responses can now be bulk added to the memo in QuickBooks from the Set Description tab in the bulk editor.
- Added Open/Closed counts to the Non-Transaction Questions report.