Stricter practice boundaries and direct WhatsApp task links
3 September 2026
Firms with multiple partners can now keep assignments strictly within each partner's practice group across tasks, clients, and notices. Task notifications on WhatsApp also now come with direct buttons to jump straight to the task.
New
- WhatsApp messages: Task comment and mention alerts sent via WhatsApp now feature direct action buttons that open the specific task in your browser.
Improved
- Clients: Assignee columns and filters now place your own name first so you can spot your assigned clients immediately.
- Dashboard home: Refreshed the attendance dashboard tiles with a cleaner layout and clearer daily attendance metrics.
- Emails: Enhanced automatic retry handling ensures client emails and notifications still deliver reliably during temporary mail server connection drops.
Fixed
- Tasks: Prevented staff and partners from assigning or bulk-reassigning tasks to employees outside their own practice group.
- Clients: Assigning relationship managers and client owners is now restricted to team members within the responsible partner's practice.
- Notices: Bulk status and assignee updates now respect practice boundaries, ensuring notices cannot be handed off to staff outside your branch.
- Team → Hierarchy: You can now detach an employee from their reporting manager to place them at the firm level, and assignment dropdowns now cleanly fit long staff names.
