Release Notes - Feb 19, 2021

We have another major release this week, with some great new features for you:

  • Job Comments:  A big new feature that empowers your accounting team to collaborate on work.  The job comments feature includes:
    • A new Job Comments tab (next to the Job tasks tab) within which your team can add comments (for each other in context of this job)
    • A robust notification system where you can choose who to notify -- and this notification then reaches them via the 'bell' notification icon on top of the left menu
    • "Smart default" that automatically selects the sender of the previous message to notify
    • If a job has comments, we add a comment indicator to the job summary card
  • Job card sort order (in Internal Workspace tabs) -- We now sort the job cards in each internal workspace with the following criteria:
    • Current and Future tabs: Urgent jobs, followed by jobs sorted by due date (earliest first)
    • Completed tab: job sorted by due date (latest first)
  • Improvements to Client Tasks
    • We introduced a new scrollbar in the Client Task drawer that will fix some issues that users were seeing with long task questions etc.
    • We added visibility to the upcoming publish date for client tasks (at start of a job) set to publish to clients via the "Auto-pilot" feature

And we also have tucked in some smaller enhancements and bug fixes as usual

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