Client search, calendar enhancements, and workflow updates

Here's a summary of our latest updates.

Updates

• Client Search
  You can now easily search your clients on your My Clients page and from the Select Client popup. Look forward to additional search features coming later this year.
  
  
  
  
• Agenda View + Client Birthdays
  We've added a new view to your calendar to make it easier to view your monthly schedule. Head over to My Schedule > My Calendar and click on the My Agenda tab to see a monthly breakdown of your upcoming sessions and events. Get started
  
  
  
  You can now see your clients' birthdays in your calendar
  
  
  
  
• Improved workflow when reviewing journal entries. You'll now be prompted to review entries for previous days if available.
• Added option to increase PDF logo size
• Added age below date of birth on client Basic Information page
• Added additional details to each task on the My Tasks/Goals page
• Increased character limit for task/goal notes to 5,000 characters
• UI/UX updates
  
  

Fixes

• Fixed issue displaying documents shared with a specific client