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December 29, 2021

Company File Channels

If you want to share files with not just a single client, you can now create a company-level file channel that is visible to all clients that are assigned to the company.

Improvements and Updates

  • Users can now log in to their portal If an email/password is associated with multiple portals, all of the workspaces are shown.
  • Improved the performance of the CRM page. If you have 100s of clients, scrolling on this page should now be much smoother.
  • Fixed a bug where the billing period didn't show on a downloaded invoice.
  • Fixed a bug where some invoices didn't appear on the client details page.

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