Personalize Your View

We just released an exciting new feature that makes your experience in Financial Cents more personal!

You can now upload your own profile picture/ avatar for your image icon! When uploaded your profile picture will be displayed on the following items.

• Projects, tasks, and clients that are assigned to you
• Any comments you make on tasks
• Any activities that you post to a clients timeline

You can easily update your profile picture or avatar by clicking the “Profile” tab in the navigation bar and uploading your image (See below). 

Once uploaded all your image icons across Financial Cents will be updated instantly!

All your Comments

All Projects, Tasks, and Clients assigned to you

All your activities recorded on the Activity Timeline

New Updates to the Client CRM

Over the past few months, we have received a lot of feedback on how to improve our Client CRM and are excited to announce that we have just released the first version of those improvements! See them below! (more…)

Turn Any Email Into a New Task

Now it’s easy for you to keep track of new client requests and create new tasks on the go with this new feature! (more…)