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March 2023

Task topics & Mandatory custom fields

Rain avatar
Written by Rain
Updated today

New features

  • Task topics – you can now replace task topics.

  • Mandatory custom fields – you can set the task custom field as required if the task has a specific topic.

  • Contact custom fields – client contacts now have custom fields.

  • Client contacts import – you can add and update client contacts with Excel import.

  • In the clients’ list, the custom field filter now includes custom fields of user type.

Other improvements & fixes

  • Unsent email – members are informed if the system can’t deliver an email.

  • Invoice currency – if the currency hasn’t been selected for a client in billing settings, then by default currency of the client country is used when creating an invoice.

  • Users can add attachments to the client overview without adding any text.

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