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New Features Released!

We’ve been hard at work laying the foundation for a lot of future features planned in 2019. One of the first pieces we’ve released is an improvement to our invitation workflow. Now, when you invite a client/colleague/staff to join your practice, you’ll immediately see their profile in your list under the appropriate title. You can then cancel and resend the invitations, if needed, right from this page. In this process, we redesigned the Client/Colleague/Staff page to all be listed under one menu item called “People” now. We also added the ability to search for people on this page!

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