New Features
We’re excited to introduce formatted descriptions and file attachments across:
Categories
Category Groups
Tags
Contact List
Issues
Use Cases
Organizing client and fund information. Use categories to group clients or funds and store all related documents - contracts, agreements, and key files. A formatted description lets you add a short review or summary for quick reference.
Standardizing issue reporting. Create a formatted issue guide to serve as a template for recurring issues. When an issue occurs, users can copy the template into the description, ensuring clear and consistent reporting.
Enhancing contact management. With attachments in the contact list, teams can store notes and key documents. For example, alongside a custodian’s email, you can attach messages from key contacts, banking details, and other essential files.
Formatted text for subprocess comments. You can now format text in subprocess comments - use colors, bullet points, and more for clearer communication.
