June 10: CRM filters

Marlon Misra -

CRM filters

You can now click on a filter button on the CRM table to indicate which columns you would like to show. Filters are user-specific so your teammates can setup different filters and those preferences are saved.

Improvements and fixes

  • Added invoice receipt email notifications for clients users.
  • Improved the design of the custom fields UI.
  • Fixed a bug that prevented welcome messages previews from showing on the client details page.
  • Updated our website, our help desk, and switched to this new page for weekly product updates.