Internal Section
Not everything belongs in a client record. The new Internal section gives you a dedicated space for:
- Company notes — Document internal processes and information
- Internal tasks — Track work that isn't tied to a specific client
- Wiki pages — Build your internal knowledge base
Renewal Roll-Forward
Renewals that aren't completed on time? Roll them forward automatically:
- One-click roll-forward to the next period
- Maintains the original renewal pattern
- Keeps your renewal schedule clean
Improved Permission Controls
Financial data is now hidden from member-role users, ensuring sensitive information is only visible to those who need it.
Better Date Handling
Date calculations now use your local timezone, eliminating confusion when working across time zones.
Organizational improvements that keep your business running smoothly.