Fall 2025 Edition

Fall 2025 Edition

We’ve focused this month on making many smaller key improvements to our product to both enhance your clients’ experience and make your life easier. Read all the improvements we made on our blog.

Folder locking in the Files App

Previously, you could globally configure the Files App to control whether clients can add files, delete files, or update folder structures. But what if you don’t want to set this globally? Now, you can lock a specific folder — only the contents within that folder are locked for clients. You can also selectively unlock subfolders within locked folders when you want clients to be able to add files to those folders.

Company custom fields

Earlier this month we announced company custom fields, which work the same way as client custom fields. You can add the following types of custom fields to companies: phone number, email, URL, text, number, address, and tags. With this update, we’re also adding API, Zapier, and Make support for company custom fields, with full in-built automation support coming by the end of the year.

Client visibility in the Tasks App

Previously, you could assign tasks to an internal user, client, or company. The assignee determined who was responsible for the task. But what if a task needs to be completed by your teammate, but you want to give your clients visibility into progress? You can now do exactly that. When you create a task and assign it to an internal user, you can optionally add a client or company as a viewer to follow along with progress.

And 47 more quality improvements

Small fixes compound over time. The result is a faster, more reliable product for everyone. Read all the improvements we made on our blog.