What's New - October 2025

New enhancements now Live!

We have just released the following new enhancements:

• You can now sort your Contact/client list by Last Name. This can be done in Settings>System>Contact

• New layout for the Contacts list page - Contact categories, owners and relationships are now displayed.

• Update to the Help function to allow for easy access to Training and the Knowledge Base.

Please click here for quick video on the changes.

Please contact Support for more information.