New listing views – tables and tiles

New listing views – tables and tiles

21 Aug 2019 | Product Features

This month we are releasing new listing and search views for Clients, Contacts, Projects and Team. These new views will make it easier for you to find records, particularly if you have a large workspace with many hundreds of records in these sections. The views can...

Change Log 34

20 Aug 2019 | Change Log

This is a big release with many great updates. We have been working on our mail listing views to make them more useful, particularly in workspaces with large numbers of Clients, Contacts and Projects New listing views for Clients, Contacts, Projects and Team with tile...
Archiving clients

Archiving clients

6 Aug 2019 | Product Features

We have recently added a new feature allowing workspace owners to archive clients. This has been a well-requested feature. This feature allows you to remove the client record from most of the workspace views where tasks are added or time is tracked. Archiving clients...