Release Notes for October 2021
These release notes are meant to give an overview of new features and/or enhancements launched in the month of October.
What's New for Practice Management
Hide the Billing Tab in the Client Portal
Description: You can now toggle the Billing Tab on the client portal, preventing your clients from using the Billing Tab.
External IDs
Description: Clients can be assigned an External ID that is searchable from the global navigation bar. External IDs can be mapped automatically when importing contacts from QBO.
Learn more:
What's New for Mobile
Mobile Dashboards
Description: Task dashboards are now available on mobile. Users can view, filter, and interact with their tasks from the Dashboard screen rather than navigating to each individual client.
Learn More:
- Create a Task from the Mobile Dashboard
- Manage the Mobile Dashboard
- Send a Client Request from the Mobile Dashboard
Client Portal 1.5.6 iOS and Android
Description: The Client Portal will only work on iOS v13+ and Android v8+ going forward.