Summary:

• Feature: Multi-Team Foundation

• Improvement: Updated Minor UI Components

• Fix: Task Titles Overflow

• Fix: Line Breaks in Meeting Transcript

• & Other Various Fixes

Details:

Multi-Team Foundation

We're excited to introduce support for managing multiple teams within an organization! This powerful new feature allows you to:

• Create and Manage Teams: Add and manage multiple teams under your organization. Each team can have its unique branding and focus on different client niches.

• Scoped Items: Contacts, clients, tasks, meetings, connections, and more, are scoped within individual teams, providing better organization and management.

• Team Branding: Customize each team's branding to align with its specific goals and client types.

Visuals

• Create a Team on the Org Management Page:

  

• Manage Branding on a Team level

  

• Invite Members, Including Yourself, to Join Teams:

  

• View and Switch Between Teams in the User Profile Menu:

  

Usage Instructions:

1. Navigate to the "Organizations" section in the settings.

2. Click on "Add Team."

3. Fill in the required details and save.

4. Invite users to teams as needed and start managing them efficiently.

What's Next?

Our team is busy putting the final touches on our Stripe integration, making payments and financial management seamless. Additionally, we’re working on some much-needed functionality around deleting contacts, households, and accounts. Stay tuned for these exciting updates!