Changelog: What's new?

v2.3.1 [08-01-2026]

Added

• Added the ability to edit Interaction Log entry titles and descriptions. While interactions cannot be edited for audit purposes, the application now allows editing titles and descriptions for easier referencing.

v2.3.0 [02-01-2026]

Added

• Added a dedicated client reviews section to the CRM so client reviews can be managed more intuitively.
• Added automated Workflows allowing tasks to be moved through defined workflow stages automatically.

v2.2.3 [07-11-2025]

Added

• Added a quick notes feature to the main application dashboard allowing quick notes to be captured on up to five client profiles.

v2.2.2 [20-10-2025]

Added

• Added interaction templates. When creating interactions you can now choose an interaction type to load an interaction note template with the necessary information.
• Added note-to-task feature allowing notes to be converted into tasks when saving new notes.

v2.2.1-beta1610 [16-10-2025]

Changed

• Offline mode can now be enabled or disabled via the application settings. Offline mode will default to disabled unless enabled explicitly.
• Guided tutorials are no longer enabled by default - the default is now disabled with the option to enable them in settings.
• Added alerts to client profiles if inconsistencies in data are detected. For example, if a client's title and gender don't match an alert will be displayed.

v2.2.0-beta0210 [02-10-2025]

Added

• Offline mode: Access the 5 most recent clients without an internet connection. 
  • Requires setting an offline PIN.  
  • When online, the PIN encrypts the data.  
  • When offline, use the same PIN to unlock.  
  • If forgotten, a new PIN can be set once back online. 
• Bulk email personalisation: Add personalisation tags (e.g., client name, title) when composing bulk emails.  
• Task-Case linking: Each case in the Case Tracker now creates a linked task.  
  • Use “View as Task” in case details to open the linked task.  
  • Changes to the case generate comments in the linked task.  
  • Linking is manual to prevent clutter in task lists.  
• Recurring tasks: Create tasks that repeat automatically.  
  • Available via the dropdown next to “New Item” in the Tasks module.  
  • Supports daily, weekly, monthly, yearly, or specific-date intervals.  
  • Can be linked to a client or standalone.  
• Re-open closed tasks: Closed tasks can now be re-opened from the Tasks History view.  

Fixed

• Search indexing: Resolved an issue where newly created clients would not always appear in search results immediately.

v2.1.4-beta0817 [17-08-2025]

Changes

• Client quick search now only includes active clients for easier navigation.
• Birthdays in the Practice Activity Feed now show in order and have been updated to be more informative.
• Various application-wide minor UI improvements.

v2.1.3-beta0817 [17-08-2025]

Added

• Reports can now be downloaded as either CSV, Microsoft Excel, or PDF documents instead of just CSV files.

Fixed

• Various minor UI and visual issues fixed.
• Corrected an issue with report dates "quick selecting" incorrectly.

v2.1.1-beta0716 [16-07-2025]

Changes

• Expanded allowed characters in the share note field.
• Various minor UI/UX enhancements to tasks.
• Improved tasks performance.

Added

• Quick reviews - Added QuickReview feature to FNAs.

v2.0.4-beta0704 [04-07-2025]

Changed

• Reviews list - Natural persons and juristic clients now display in two separate tables.

Fixed

• Client reports - inactive clients are no longer included in review or birthday reports.

v2.0.3-beta0704 [04-07-2025]

Added

• Added birthdays report - You can draw a list of client with birthdays between given dates from the Practice Reports section.

v2.0.2-beta0627 [27-06-2025]

Added

• Added recurring tasks - Recurring tasks can now be created from the Task Manager.

Fixed

• Fixed adding tasks directly from client profiles.

v2.0.1-beta0621 [21-06-2025]

First public release of the V2 CRM platform.