FeatureFeb 12, 2025
FeatureFeb 12, 2025
Client portal view to allow change to list from only icons
Read more Pricing, Proposals, LOEs, LODsDec 16, 2024
Mark contacts as active when LOE signed
Read moreDec 16, 2024
Ability to auto save emials to client records
Read moreNov 13, 2024
Emails recipients to populate with only the PRIMARY contact
Read more FeatureNov 13, 2024
prioritise unread notifications
Read more FeatureNov 13, 2024
Split notifications into two lists: Unread and Read
Read more Client InfoNov 6, 2024
Option for N/A in 'Business Start Date' field
Read more FeatureNov 6, 2024
Notification when someone signs up to the client portal
Read more FeatureNov 6, 2024