Updates
- Our enhanced Search Bar allows you to find what you're looking for more efficiently!
This update includes the ability to perform searches for the following items all from one place:
- Clients by name and email address
- Client resources (e.g. notes, forms, protocols, messages)
- Portal settings and pages
- Help articles and bookmarks
- Admin users can now create and modify "Add, Update or Remove Client Tags" and "Add/Invite New Clients" automations on behalf of team owners
- Minor bug fixes and improvements