Name | Priority | Status |
CRM: New contact email not saved correctly after unlinking previous email | Medium | Ready for Development |
Organizers: page doesn't display changes until reloaded | Low | Ready for Development |
Organizers: "Firm docs shared with client" folder is missing from the document selection panel on web portal | Medium | Ready for Development |
Workflow: Task Reminders: Recurring weekly/monthly/quarterly reminders not generating while annual reminders work | Medium | In Development |
Bookkeeping Hub: QBO Connection: Custom-domain firms hit a login loop — OAuth callback returns to canonical domain instead of the custom domain | High | In Development |
Client Mobile App: Documents: required approval on fillable PDF show 2 sets of buttons | Medium | In QA |
Client Mobile App: Proposals & EL's: Payments is not updated | Medium | In QA |
Client Mobile App: Error report fails for clients with single-word name (no last name) | Medium | In QA |
Current bugs
Have an issue? See current status of identified bugs
Written by Felix Net