Activity tracking, client filters, and DPDP consent updates
19 August 2026
Track firm changes with a new activity log and task history, manage client allocations faster with assignee filters, and securely scope staff permissions.
New
- Dashboard home → Activity: View firm-wide audit logs and track updates to your records from a dedicated activity page.
- Tasks: Review change logs and edits on individual tasks using the new History tab in the task details panel.
- Clients: Filter your client list by assigned employee to monitor staff workload and account distribution.
- Clients: Bulk assign compliance items across clients directly from the compliance list.
Improved
- Clients: Strengthened staff visibility controls so team members only see contacts and details for their assigned clients.
- Data privacy (DPDP): Smoother contact selection and clearer validation when generating consent links.
- Team: Cleaned up team management screens and refined directory viewing permissions.