Clients
- Show Inactive option when "No search results" returned
- Allow Any User to Collect Payments (6/24/2022)
Documents
- Document Folders
- Quick document rename (6/24/2022)
- Search Criteria Includes 'Does not have Project' (6/24/2022)
- Record of Request Document (6/24/2022)
Contacts
- Birth Month Search
- Contact Phone Number labeled on client main page (6/24/2022)
- Driver's License data includes Date of Issue & State of Issue (6/24/2022)
Time Tracking
- Time Entry Description field size increased (6/24/2022)
Admin
- Enable/Disable CC and/or ACH payment options
- Client/Contact Custom Fields Reorder
- Add Contact Custom Fields (6/24/2022)
Client Portal
- Manage Payment Methods
- Pay Invoices - Date Displayed (6/24/2022)