2022 December

3.29.26 20 December 2022

Enhancements

1. Client List now has an option to add/remove default team members in bulk.

Bug Fixes

1. While editing folder info, expiry date was not re initializing if cleared and closed without saving. This issue has been fixed now.
2. Now you can search legal name in Group View -> Money Tab.

3.29.25 19 December 2022

Bug Fixes

1. Client Tags will now allow _ and - characters

3.29.24 17 December 2022

New Task Field Bulk Delete

1. 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

1. Fix formatted_address issue while fetching data in attendance analytics.

3.29.22 10 December 2022

Bug Fixes

1. 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

1. Emails will be sent to only unique email ids while sending emails from client list.