Client Management Improvements

Easier Client Management

We're happy to highlight some exciting changes making management of your clients easier and more convenient.

Client Views

We launched a better client view to view and sort through clients on the client list page. The updates include:

  • A better view, including issue count and assignee
  • Ability to search and filter by name and by assignee
  • Bookmarks! (see below)

Better Client List

More Bookmarks

Now you can also bookmark clients in addition to issues. Bookmarks work the exact same way, but note bookmarks are just for you, and aren't shared across users in your organization.

Misc & Fixes

  • Can delete all bookmarks
  • Navigate daily summaries by calendar view
  • Fixed ability to create issues from pinned activity items