Release 2.0.7

New + Improved

  • Able to select multiple files in Clients>Documents

  • Clients>All Activity shows more details!

  • Website section now has a super-helpful new section called “Analytics”, detailing page views, searches, etc.


  • Fixed a bug that was causing certain client profiles not able to be assigned to other pros

  • Messages (attached to a professional) archiving fixed

  • Send Review Request fixed

  • Permissions have been fixed. You should see all portal sections associated with your access level.

  • eSign fixed


  • Website images are being moved over to CDN and cloud servers.

  • Moved servers for permissions

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