June 10: CRM filters
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.
Improvements and fixes
- Added invoice receipt email notifications for clients users.
- Improved the design of the custom fields UI.
- Fixed a bug that prevented welcome messages previews from showing on the client details page.
- Updated our website, our help desk, and switched to this new page for weekly product updates.
Your clients deserve better.
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Features
Platform
Company
Solutions
- Accounting and Bookkeeping
- Marketing Agencies
- Startups
- Consulting Firms
- Real Estate
- Freelancers
- Law Firms
- Designers