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