2022 December 3.29.26 20 December 2022 Enhancements
Client List
now has an option to add/remove default team members in bulk. Bug Fixes
While editing folder info, expiry date was not re initializing if cleared and closed without saving. This issue has been fixed now. Now you can search legal name in Group View -> Money Tab
. 3.29.25 19 December 2022 Bug Fixes
Client Tags will now allow _
and -
characters 3.29.24 17 December 2022 New
Task Field Bulk Delete Now you can delete task fields in bulk via Import page
. Download the template from Field Dashboard
and filter the fields and follow the usual import procedure. 3.29.23 15 December 2022 Bug Fixes
Fix formatted_address issue while fetching data in attendance analytics. 3.29.22 10 December 2022 Bug Fixes
Group View -> Money tab
in entity name was showing client no. This issue has been fixed now. 3.29.21 05 December 2022 Bug Fixes
Emails will be sent to only unique email ids while sending emails from client list. 2023 January 2022 November