new
Workflow / Task Management
March 24, 2022
Kanban View
- If you have Close Statuses enabled, you can now view your closes as a Kanban!
Checklists (subtask groups)
- Subtasks have been replaced with Checklists and Checklist Items.
- You can think of a checklist as a grouping of subtasks, so you can have multiple checklists within a single task.
Fixes and Improvements
- Removed confusing "on/off" text next to the checkbox for enabling Financial Access.
- Added additional safeguards to prevent accidental section deletion.
- Prevented duplicate close creation.
- Fixed a bug causing tabs to show up in purple in Client Portal Preview Mode.
- Added a notice directing your clients to their portal if they text your practice phone number.