Release Notes - 30 October 2025

Fees Won & Lost 

The date fees won and date fees lost is now displayed in the new clients and lost clients tab. 

In addition, users can now sort 'Clients Won/Lost' by alphabetical order and 'Date Fees Won/Lost' by ascending or descending order. Click on the heading in the relevant columns to sort your client records.  

Lead Pipeline

Bulk Update Leads

We have added a bulk update feature to the Lead Pipeline, making it fast and efficient for users to change the client manager or class for a group of clients. 

Go to CRM > Lead Pipeline

1. Go to the 'List' view. 
   
   
    
2. Click on the checkbox next to the business name or apply a filter to isolate leads for a client manager.
   
   
   
   Using a filter
   After applying a filter e.g. client manager, click on the checkbox next to the 'Business Name' heading and all clients will be selected. 
   
   
    
3. Click on the 'Bulk Update' button. 
   
   
    
4. Choose the relevant fields.
5. Click on 'Update'.