Clients – All files added to a client’s tasks or workflows are shown under the ‘Documents’ tab on the client card.

Client Portal – Add custom links to essential items such as: Documents, Financial reports, Onboarding forms, Feedback surveys, Service agreements, Pricing, Instructions, Invoices. This section allows you to build the menu structure, set the order of items, and define default links. You can also customize names and links for each client individually. Only menus with defined links are displayed in client portal.

Client Portal — Under the task or project workflow template, choose whether the task will be assigned to the client portal or the client’s primary contact.

Client Portal — After activating the client portal and enabling access to the contact, you can send out the invite on the client card, assign a task, and email the client. The invitation can also be resent if needed.

Calendar — Enter time estimations for the tasks and see how much time has been estimated for the day. See the estimated time in the Summary or Tasks view in the report.

Clients – When exporting client contacts, the company number and client code are added to the file, so the contact information can be easily updated.

Client agreement monitoring — The downloadable Excel document shows the percentage, balance, completed amount, and agreed-upon amount for the task custom field.

Tasks — When changing the client or project workflow, visualize which tasks were there before (green) and which new tasks will be added (blue) to the plan.

Dashboard — When navigating to a long client name, the system shows the full name in a tooltip.

Emails – Choose between two font sizes for signatures. For example, use a small font for the disclaimer of the signature.

Emails – When sending an email has failed, resend the email with a click under client communication.

Tasks – Improved date entry, for example, 06.10.2024, 061024 or 06/10/24