20 December 2022
Client List now has an option to add/remove default team members in bulk.
- 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.
19 December 2022
- Client Tags will now allow
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.
15 December 2022
- Fix formatted_address issue while fetching data in attendance analytics.
10 December 2022
Group View -> Money tab in entity name was showing client no. This issue has been fixed now.
05 December 2022
- Emails will be sent to only unique email ids while sending emails from client list.