Hide Closing Sections
You can now hide unused closing sections in a client's monthly close page. This allows for a more focused workspace and removes distractions for an even more streamlined month-end close.
Other Improvements
- You can now mark organizer slides as required. This removes the client's option to mark a slide as "not applicable" and prevents them from submitting their organizer with an incomplete slide.
- We continued making significant upgrades to text editors throughout the app, including in Client notes & details and email composers.
Bug Fixes
- Fixed a bug where updating the due date on the task list did not render until the page was refreshed.
- Fixed a bug where transactions displayed duplicated accounts when filtering.
- Fixed a bug where January close tasks were showing December due dates on the client list.
- Fixed a bug where long file names broke table rendering.
- Fixed a bug causing email connection issues.
- Fixed a bug where subtasks did not stay marked as completed when navigating from firm tasks.
- Fixed a bug where editing a client note caused unexpected line break changes.
- Fixed a bug where the first save in the email editor did not properly save image sizes.
- Fixed a bug where spacing in email templates was incorrect.
- Fixed a bug where updating an existing view on the Client List behaved inconsistently.
- Fixed a bug where bolded text at the start of a bulleted paragraph in the email editor moved to the end of the paragraph.
- Fixed a bug where indentation did not work in the email editor.
- Fixed a bug where some hyperlinks did not stay linked in email templates.
- Fixed a bug where the emoji dropdown only displayed the thumbs-up emoji.
- Fixed a bug where users were unable to mark comments as unread in the notification inbox.