# June Highlights: Custom Fields, CRM Filters, and Company Management

JUMP TO SECTION

2. [Custom fields](/content/blog/june-2021-highlights#custom-fields/index.html)
3. [CRM Filters](/content/blog/june-2021-highlights#crm-filters/index.html)
4. [Managing company information](/content/blog/june-2021-highlights#managing-company-information/index.html)
5. [Improvements and fixes](/content/blog/june-2021-highlights#improvements-and-fixes/index.html)

In June, the Portal team focused on making the CRM more powerful and improving the experience of managing client companies (which may have multiple associated client users).

## Custom fields

On the client details page, you can now add custom fields including phone numbers, emails, URLs, text, numbers, and addresses. Once added, they show on the CRM table.

[Portal - Custom Fields](https://www.youtube.com/watch?v=0K3KWgELcfY)

## CRM Filters

You can now click on a filter button on the CRM table to indicate which columns you would like to show. Filters are user-specific so your teammates can setup different filters and those preferences are saved.

## Managing company information

You can now more easily edit companies, assign logos to companies, and see all the clients that are associated with a company.

[Portal - Company Edits](https://www.youtube.com/watch?v=BUcssRAgfwY)

## Improvements and fixes

- Added the ability to duplicate invoices.  
- Added _Quarterly_ as an option when creating subscriptions.  
- Added invoice receipt email notifications for clients users.  
- Added support for decimals in the quantity field on invoices and subscriptions.  
- Improved the experience of creating an invoice from the client details page. The client now gets auto-selected.  
- Improve the experience of adding profile pictures for your current user and clients. The pictures now appear immediately everywhere in the product without refresh.  
- Improved the design of the custom fields UI.  
- Improved the performance of the CRM page when you have >100 clients.  
- Improved the errors in the invoicing flow so that you know if a card is rejected when you try to auto-charge it.  
- Updated [our website](https://www.joinportal.com/updates/06-10-2021/joinportal.com), [our help desk](https://www.joinportal.com/updates/06-10-2021/joinportal.com/helpdesk), and switched to this new page for weekly product updates.  
- Redesigned the custom field experience to be more intuitive.  
- Fixed a bug that prevented welcome messages previews from showing on the client details page.  
- Fixed a bug that prevented clients from downloading some invoices.

[Marlon Misra](/content/blog/author/marlon/index.html) Jul 14, 2021