The following release notes are up to date as of March 1st, 2023.
Client Management
💡 Client List Updates
Our team released quite a few updates to the Client List. These updates include:
Changing First/Last on the Client List
Change the viewing order of client names in the Client List.
Adding Active Column to Client List
The new Client List supports both inactive and active on the same filter view when the 'Active' column is implemented.
Filter by All Four Custom Fields Types
Text, dropdown, multi-select, and date are available for filtering.
Birthday Column
This matches the same experience you have with the previous Client List.
Adding More Conditions
Add conditions to narrow down filtered lists even more!
📧 Email Experience Updates
We rolled out some experience and settings updates. These updates include:
'To' Field Accessibility Fixes on Email
Select a name quickly and start searching for another recipient faster.
Quoted Messages Included in Reply/Forward Within Emails
All message history is sent with email replies and forwards.
Email Account Label Adjustments
Internal and External Account Labels help you to have more control of the name that clients see when you send an email.
Hide Email Content Permission
Control which team members can see email content/attachments in the Communications tab. This makes emails a lot more private if needed!
Mobile
💥 Updated Client Request Experience in Client Portal App
We released a better layout of the Client Request experience in the Client Portal App by having separate tabs for Details and Comments on a Client Request.
Time & Billing
💰 Surcharging
We launched the option to enable surcharging on credit card payments made by clients. An additional fee populates when a client chooses to pay by credit card in the Client Portal.
Document Management
🔒 Secure File Share Links
Our team launched a way for practitioners to share a file with those not invited to a Client Portal. This is especially helpful in cases where a lawyer or bookkeeper needs access to a file, but not the client's entire portal of sensitive documents and information.
⚡️ Bulk Copy Files
We released the ability to copy a file to multiple contacts at one time through the updated Client List experience.
🪲 Other Releases/Bug Fixes
Workflow
Scrollable Filter Views on the Task List
We rolled out an easier way for practitioners to see saved filter views on the Task List. This feature allows for scrolling and searching filter views on the new Task List!
"This Month" Option on Task List Date Filters
Our team launched a filter option to show all tasks with a date added within the current month.
Time & Billing
Deposit Table Enhancement (Adyen)
Our team released an update to the deposit table in Canopy to show all details for bank deposits in one area, rather than a CC and ACH tab.