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August 2023
Updated over a week ago

The following release notes are up to date as of September 1st, 2023.

Client Management

Attach Emails to Existing Tasks

  • Our team released the ability to add emails in the Global Inbox to existing tasks.


Client List 2.0

  • The updated client list with custom filter views is now available on mobile.


New Insights Templates

  • Our team just released two new templates: Billing Dashboard and Service Item Analysis. Find these templates on the Home or Liveboards tabs of Insights!

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