New Features
Templating playground A new playground page lets you try a template against real data and see the result immediately, including choosing which template to test. No more editing blind and running a full export to find out what happened.
Visit remarks in the customer portal Communication items in the customer portal now show remarks that were recorded at visit level.
Improvements
Faster expenses and overviews Expense statuses are calculated directly in the database, and overviews skip counting records when the count is not needed. Both make the pages you use most noticeably quicker.
Faster invoice line entry Invoice lines and their metadata are saved in batches, which speeds up invoices with many lines.
Invoice status while processing Invoices now show their processing state, so it is clear when an invoice is still being handled rather than appearing to be finished.
Uploaded files in invoice exports Invoice exports can combine multiple documents with the files uploaded to the invoice.
Word exports reach the filtered data Templates used in Word exports can now work with the filtered merge data.
Event handler screens Improved tab handling and trigger management when setting up event actions.