This weekend we rolled out an update to our CRM. Detailed release notes can be downloaded here, but below is a quick summary of the key features added in this update:

• New Entity Maps providing a visual representation of related parties on Households, SMSF, Trust, Estate and Company records
• Enhancements to Income and Expense entities in preparation for our upcoming integration with Voyant
• 12-months Activities summary on Company records
• Inclusion of Notes in Activities tracking