Document Management
Files Interface Redesign Updates
Be on the lookout for the reintroduction of the Client Contact Info Drawer, accessible from the Files tab of a Client Record!
Workflow
Task List Additions
Our team is working to improve column customization by adding a Created by Task Attribute and a Created date Date Column
We are also working on a new Client Owner column in the Task List.
Engagement Enhancements
Keep your eyes peeled for the ability to duplicate and renew single engagements and renew engagements in bulk.