New & Improved

  • We’ve made some improvements to video chat including snapshot confirmations, a participant list, and uploaded documents immediately show on the other end.
  • Our Multi-Edit function in Messages has also been improved! Messages now preview on a pop-up.
  • The staff login name now defaults to the staff’s email.
  • The hyperlink to client view has been added under Clients>Preferences.


  • Subscriber search has been fixed
  • Nurture campaign has editor tools up
  • An issue with client list uploads fixed, clearing out errors with zip codes
  • Error with due date reminder fixed
  • Messages indicator light fixed
  • Bug with agenda appointments when a client was deleted is now fixed
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