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!