Workflow Template Updates

Workflow Template Updates!

 

Now you can make more detailed templates in Financial Cents to better streamline your process!

Here are some of the new updates to the Templates: (more…)

New Feature: Profile Pictures for Your Assignee Icon

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. (more…)

New Updates to the Client CRM

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…)

New Feature: Customize Your Task View

Customize Your Task View

Given the many requests, we just release a new feature that lets you change your tasks view! You can now view it in a list or board format so you can manage your tasks the way your team prefers it!  (more…)

Turn Any Email Into a Task

Turn Any Email Into a 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…)