Release Notes for October 2021

These release notes are meant to give an overview of new features and/or enhancements launched in the month of October.

What's New for Practice Management

Hide the Billing Tab in the Client Portal

Description: You can now toggle the Billing Tab on the client portal, preventing your clients from using the Billing Tab.

External IDs

Description: Clients can be assigned an External ID that is searchable from the global navigation bar. External IDs can be mapped automatically when importing contacts from QBO.

Learn more: 

• Search for Contacts‍ 

What's New for Mobile

Mobile Dashboards

Description: Task dashboards are now available on mobile. Users can view, filter, and interact with their tasks from the Dashboard screen rather than navigating to each individual client.

Learn More: 

• Create a Task from the Mobile Dashboard‍ 
• Manage the Mobile Dashboard‍ 
• Send a Client Request from the Mobile Dashboard‍

Client Portal 1.5.6 iOS and Android

Description: The Client Portal will only work on iOS v13+ and Android v8+ going forward.