### Multi-select Tags

Tags make it easy to keep your clients organized and save you from entering the same text again and again. When you add a tags custom field, you can create one or more options (and color-code them) and then easily select those options on a dropdown. You can update tags on the client details page or directly on the CRM table.

#### Portal - Introducing Multi-select tags - YouTube

Tap to unmute

[Portal - Introducing Multi-select tags](https://www.youtube.com/watch?v=1btdHPZ3T_c)  
[Assembly Client Portal Software](https://www.youtube.com/channel/UCTeLqsY5Z0Hh7i-7iFQlpxA)

#### Invoice Previews

We understand that making the checkout experience as seamless as possible for your clients is really important. So now when you create an invoice you can toggle a _Preview_ button to see a live preview of what the email notification and invoice will look like for your client.

### Improvements and fixes

- Added "biannually" billing as an option for subscriptions.
- Improved the formatting for phone number custom fields.
- Updated the invoice creation flow so that the toggles that let you specify what payment methods are allowed are hidden if you charge a client directly.
- Updated the folder download action so that it is disabled when the folder is empty.
- Fixed a bug that prevented custom field values from being cleared.
- Fixed a bug that caused some subscriptions from being canceled.
- Fixed a stability issue with the QuickBooks integration.

Your clients deserve better.

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