Document Management in Contacts & Client Portal

Document Management in Contacts & Client Portal

Published on: 22/05/2025

The Client Portal is the best way for your contacts to interact with your digital products. It is an easy-to-use interface for accessing your content. We’ve added this ease when sharing files with your customers. Let’s check it out.

System Updates
Activity Section Upgrade in Contacts

Activity Section Upgrade in Contacts

Published on: 16/05/2025

The activity section of the Contact cards helps you track their interactions with your system, however, it could feel cluttered. So, we’ve fully redesigned it, making it easier to monitor activity with faster load times and constant updating.

System Updates
View Form Submissions in Appointment Modal

View Form Submissions in Appointment Modal

Published on: 30/04/2025

We know that when you’re having an appointment with a customer, there’s nothing worse than missing important information. But don’t worry, now you can find Form Submissions directly in the Appointment Modal, ensuring information is available to you.

System Updates
Appointment Modal in Side Drawer

Appointment Modal in Side Drawer

Published on: 16/04/2025

Editing your appointment should be a quick and easy action without disrupting your work. This improvement will help you increase your productivity when editing appointments.

System Updates

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