1. Clients: filter by client custom fields
Section titled “1. Clients: filter by client custom fields”Filter clients in the client list by client custom fields. The filter supports the following custom field types: number, text, choice, multi choice, and yes/no.
2. Clients: roles for client contacts
Section titled “2. Clients: roles for client contacts”Create and assign roles to client contacts (for example: accountant, CEO).
Improvements
Section titled “Improvements”- Search and add new task custom fields under Merit Aktiva and SmartAccounts apps.
- Long task custom field names are now visible in full via a tooltip — hover over the field to see the full name.
- Users can add an attachment to a note that another user has previously added.
Billing
Section titled “Billing”- The visual change in the Billing app — Contract templates and Invoice templates are now on separate pages.
- The company logo is now visible on the invoice and downloaded PDF.
- Users can again delete company contract templates.
- Invoice translations — client invoices can now be correctly translated into other languages.
General
Section titled “General”- Uku is now available in the Polish language.
- Two new regions have been added to Uku — Poland (PL) and Europe (EU). Under the Demo account, new users see region-based work plans.
- All filters are now in alphabetical order.