Now, you can automatically send custom emails to clients when a task is completed. Since you can customize the email with placeholders, the use cases for it are endless! You can find this under task automations within tasks. This feature will be a part of our new scale plan, which you can learn more about here.
Now when there is an unread message from the client there will be a red on the workflow dashboard to keep you in the loop.
Now, you can see the service items on the time entries in the detailed time tracking reports. You can also search by the service item to filter down the view or even sort the view by service item type.
We added a few data points to our Open API that enable you to create custom integrations with business intelligence tools, custom-built apps, and other apps in your tech stack. These include:
Now, you can search client notes by the body of the notes instead of just the title. We also do a smart search so you don't have to write the exact wording or spelling in the search bar because it will match based on relevance.