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21st March 2021

Introducing Reminders and Contacts notes

Here’s a highlight:

  • Reminders: Reminders functionality for events, tasks, and invoices (Beta Testing Stage).
  • Workflows: New ‘Reminders’ action for sending meeting reminders, sending emails to related contacts, availability of new fields,
  • ability to send emails from originating & responsible timekeeper’s email, and several other improvements.
  • Contacts: Ability to directly add notes from contacts interface.
  • Calendar Tags: Feature for adding tags on calendar meetings and filtering the type of meeting on workflows.
  • Intake forms: Page cloning and duplication tool
  • The maximum file size limit increased to 50 gigabytes