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  • Product Updates 2021

October 2021

Written by Avery Simmons

Updated at November 5th, 2021

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Table of contents

    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.



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