Let’s start 2025 with some new feature upgrades designed to make your work faster and easier, streamlining your workflow.
🗒️ Prefill Date/Time on All Note Types Note-taking just got faster! We now auto-fill the date and time for new notes.
✨ Auto Toggle for Primary Contact and Main Applicant Say goodbye to manual toggling! Now, the first address, phone number, and email you add to a profile will automatically be set as the Primary Contact.
💪 Increased Page Limits for PDF Forms We’ve raised the bar! Upload PDFs with up to 40 pages.
