Apr 14, 2025

35.0.1 Release

โœจ Additional fee placeholders - fee period, selected fee, annual fee โœจ Added 'Get help' button to the top navigation bar ๐Ÿ› ๏ธ Added CAD to currencies and Canada to countries of origin ๐Ÿ› ๏ธ Added Gibraltar to countries of origin ๐Ÿ› ๏ธ Improved the way Portal informs of how many mandatory and optional questions remain in a form to fill out ๐Ÿ› ๏ธ Removed the ability to set up standing orders using client payment form as Crezco discontinued the feature. ๐Ÿ› Fixed a bug where values of custom fields linked to custom AML section would not save after being edited from the main client form, for example from 'Services & pricing' section. ๐Ÿ› Priority dropdown in a new task form is displayed properly even when the form is invoked from the notification list. ๐Ÿ› A dropdown for changing the staff member assigned to a custom task does not go off-screen when the staff list inside is long. ๐Ÿ› A dropdown in email compose window under 'Cc' and 'Bcc' used to quickly add staff member to one of those fields shows up properly. ๐Ÿ› Fixed a bug where company name changed in Settings would not update in CEM and Stripe (effective from the public release)