1. Tasks: task topics
Section titled “1. Tasks: task topics”You can now replace task topics.
2. Tasks: mandatory custom fields by topic
Section titled “2. Tasks: mandatory custom fields by topic”You can set a task custom field as required when the task has a specific topic.
3. Clients: contact custom fields
Section titled “3. Clients: contact custom fields”Client contacts now have custom fields.
4. Clients: import client contacts
Section titled “4. Clients: import client contacts”You can add and update client contacts with Excel import.
5. Clients: user-type custom field filter
Section titled “5. Clients: user-type custom field filter”In the clients’ list, the custom field filter now includes custom fields of user type.
Improvements
Section titled “Improvements”Billing
Section titled “Billing”- Invoice currency — if the currency hasn’t been selected for a client in billing settings, the client’s country currency is used by default when creating an invoice.
- Unsent email — members are informed if the system can’t deliver an email.
Clients
Section titled “Clients”- Users can add attachments to the client overview without adding any text.