Smarter client access, service suggestions, and easier navigation
25 August 2026
Team members now automatically receive client access when work is assigned to them, portal credentials stay scoped to assigned managers, and service creation offers standard suggestions.
New
- Services & packages: Standard service and compliance names now appear as suggestions as you type when adding or editing a service.
- Dashboard home: Page headers now include a back button so you can quickly return to your previous screen.
Improved
- Clients → Overview: You can now remove assigned team members directly from a client's overview screen.
- Clients: Team members are now automatically granted access to a client whenever tasks or compliance items are assigned to them.
- Clients → Credentials: Portal login credentials are now strictly scoped so staff members only see credentials for clients they manage.
- Clients: The client table now supports column sorting to help you organize your client roster faster.
- Dashboard home: The overview layout has been updated for cleaner column alignment, responsive cards, and clearer priority alerts.
Fixed
- WhatsApp messages: Interactive quick-action buttons on WhatsApp task notifications now reliably record replies and confirmations.
- Clients: Long category names now wrap cleanly inside client summary cards without overflowing the layout.