Clients

New Filters in Auth View
For a quick glance here is a video - New Filters in Auth View We have added a filter drop-down to make the view of auths more convenient for you. You wo...
Mon, Apr 10, 2023 at 1:49 PM
Ledger Link in Client List
For a quick glance here is a video - Ledger Link in Client List Now color change will work on click on the color under Color column. We have added a...
Mon, Apr 10, 2023 at 1:49 PM
Filters in Location Widget
For a quick glance here is a video - Filters in Location Widget We have added a filter drop-down to make the view of locations more convenient for you. ...
Mon, Apr 10, 2023 at 1:49 PM
Client Restricted Files
For a quick glance here is a video - Client Restricted Files We have added a new widget for Client Restricted files under the Clients Biography. ...
Tue, May 2, 2023 at 5:08 PM
Extended Text Area Width in Client Custom Properties
For a quick glance here is a video - Extended Text Area Width in Client Custom Properties We have increased the width of the custom property fields. Ear...
Wed, May 31, 2023 at 9:43 AM
Adding Referral Date Via Date Picker to Client Auth Details Page
For a quick glance here is a video - Adding Referral Date Via Date Picker to Client Auth Details Page You can now add the "Referral Date" unde...
Tue, Aug 8, 2023 at 4:28 AM
Excel Upload to Client Files
For a quick glance here is a video - Excel Upload to Client Files You can now add the excel files into the client files.
Wed, Sep 27, 2023 at 8:30 AM
Client Information on the Mobile-App
This article was written to provide users with an overview of the Client Information Page presented on the Mobile App.  Overview The Client Information...
Mon, Sep 25, 2023 at 6:39 AM
Client Search on Top
For a quick glance here is a video - Client Search on Top You can now search the Client Name from the top of the Client page.
Wed, Sep 27, 2023 at 8:21 AM
Previous and Next Record Request Arrows
For a quick glance here is a video - Previous and Next Record Request Arrows In this release, we have added previous and next arrows so you can view pre...
Thu, Nov 2, 2023 at 9:14 AM