Release Notes -- Jul 18, 2021

This week's big release includes the following:

  • Advanced Notification Control:  We now see larger firms that have adopted Client Hub, where admin users don't always need to get notified on the day-to-day activity in the client workspaces.  We now have a way for accountant users to "Follow" or "Not Follow" a workspace, so that you can subscribe to notifications only in certain workspaces.  Check out the Notification Settings to see this feature.  Note: Client users do not get this setting, as the vast majority of time, all clients should always be notified of activity 
  • Client Details: We now have a "Edit" and "Save" model for this field, giving it more reliability and the ability to cancel out of updates, if needed 
  • "Download" as top-level action in File Manager: Save clicks for each file you need to download 
  • When assigning staff users in the Manage Assignments feature, we have improved performance, so that it works well, even when you have a large number of workspaces
  • Bug fixes, especially in the area of notifications




Contact Us

Not finding what you're looking for? Contact Us Directly