Over the next few weeks we will roll out a major update to both our CRM and Portal. Detailed release notes can be downloaded here, but below is a quick summary of the highlights:

CRM Enhancements

• Activity costing & aggregation
• Task time entry enhancements
• Bulk closing of cases
• Customer since fields
• Service period (annual engagement process) enhancements

Portal Enhancements

• Yodlee (Open Banking Integration) usability improvements
• Xero Practice Manager integration
• Insignia (IOOF) data feeds