New Client Portal Improvements
- We expanded the transaction detail preview for clients when viewing transaction questions in the new client portal.
- You can now customize the color of tags on questions in the new client portal.
- Tags will now show up separately from the question status in the new client portal.
Bug Fixes
- Fixed a bug where the "Reconnect practice email" button was missing.
- Fixed a bug where a blank screen appeared when trying to access Keeper.
- Fixed a bug where standard users were receiving emails about clients they didn't have access to.
- Fixed a bug where users were unable to tag others in comments.
- Fixed a bug where "double" loading occurred on the client list after a page refresh.
- Fixed a bug where users were unable to connect to Sage, with only QBO/Xero available.
- Fixed a bug where all report columns appeared super short and condensed.
- Fixed a bug where users could not bulk update related accounts.
- Fixed a bug where an error persisted: "Could not load custom folders. Please try again later or contact support."
- Fixed a bug where non-transaction recurring questions did not add properly.
- Fixed a bug where non-transaction recurrence was not functioning correctly.
- Fixed a bug where deleting a client resulted in an error.