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.
Mobile
Client List 2.0
The updated client list with custom filter views is now available on mobile.
Integrations
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!