This release includes several new features, improvements and bug fixes. This is a free update for all CurrentBusiness license holders. Below is a list of notable and new features: NEW FEATURES Denied Client Request Note When denying a client request an associated note is now created with the reason for denial and the transaction number of the request that was denied. Partner Access Levels There are now two access level options for Partners. The “Limited” option does not allow Partners to access client details, while “Full Access” grants Partners complete access to client details. Authorized Admin IP Addresses… read more →
This release includes several new features, improvements and bug fixes. This is a free update for all CurrentBusiness license holders. Below is a list of notable and new features: NEW FEATURES Denied Client Request Note When denying a client request an associated note is now created with the reason for denial and the transaction number of the request that was denied. Remove Team Leaders You now have the ability to remove a team member from the Team Management edit popup. Branded Favicons Favicons have been implemented for all organizations. A… read more →
