Clientjoy Release Notes
  • Clientjoy Release Notes
  • August 2021
    • 12th August,2021 (New Quotes Templates)
    • 7th August,2021 (Integrately Integration)
  • JULY 2021
    • 15th July, 2021(Calendar and Activity Management)
    • 12th July, 2021 (Native Inbox Managment)
    • 7th July, 2021 (Convert Proposal to Invoice)
  • JUNE 2021
    • 29th June, 2021 (Integrately Integration)
    • 24th June, 2021(RESTful API Documentation - Proposal)
    • 17th June,2021 (Save Proposal as Template)
    • 4th June,2021 (Invoice Split Payment)
    • 2nd June, 2021 (RESTful API Documentation - Invoice)
  • MAY 2021
    • 31st May,2021(Proposal Improvements)
    • 27th May, 2021 (Advance Filters in Customers)
    • 19th May, 2021 (RESTful API Documentation)
    • 18th May, 2021(Auto Payment in Recurring Invoice)
    • 14th May, 2021(Activity Log)
    • 7th May, 2021(Social Sign Up & Sign In)
  • April 2021
    • 29th April, 2021 (Advance Filters in Leads)
    • 22nd April, 2021 ( 25 new Proposal Templates)
    • 15th April, 2021 ( Pabbly Integration for Leads)
    • 13th April, 2021 (Payment Details on Invoice)
  • March 2021
    • 31st March, 2021 ( Zapier integration for Invoices)
    • 25th March, 2021 ( Custom Fields in Invoice)
    • 23rd March, 2021 (Currency Formats)
    • 18th March, 2021 (Zapier integration for update of leads & customers)
    • 17th March, 2021 (Enhanced capability for source, tags and category options)
    • 9th March, 2021 ( Enhanced Private lead flow)
    • 8th March, 2021 ( Enhanced Filter & Search capabilities)
    • 7th March, 2021 ( Zapier integration for outgoing flows)
  • February 2021
    • 27th Feb, 2021 ( Notification & Email settings)
    • 23rd Feb, 2021 ( Updated Convert to Customer flow)
    • 22nd Feb, 2021 (Copy Invoice)
    • 20th Feb, 2021 (Upload multiple files and links)
    • 19th Feb, 2021 (Client Pages)
    • 18th Feb, 2021 (Enhanced Digital Signature Flow)
    • 16th Feb, 2021 (Mobile App for Android & IOS)
    • 9th Feb, 2021 (Desktop App for Windows and Mac)
    • 4th Feb, 2021 ( Additional Date Formats, Fixes in Paypal)
  • January 2021
    • 29th January, 2021 (Zapier Integration for Customers, Tax Breakup structure.)
    • 28th January, 2021 (Import Customers)
    • 27th January, 2021 (Notifications)
    • 21st January, 2021 (New Customizable Email Templates)
    • 20th January, 2021 ( Razorpay Integration, Enhancements in Lead)
    • 13th January, 2021 (User Roles & Permissions)
    • 12th January, 2021 (Pricing table and Page break)
  • December 2020
    • 12th Dec, 2020 (Merge Fields)
    • 10th Dec, 2020 (Client Portal and Item)
    • 1st Dec, 2020 (Send File)
  • Nov 2020
    • 28th Nov 2020 (Client Portal)
    • 27th Nov 2020 (Import)
    • 6th Nov 2020 (Custom Domain)
    • 3rd Nov 2020 (Invoice Templates)
    • 2nd Nov 2020 (Zapier, SMTP)
  • OCTOBER 2020
    • 20th October 2020 (Proposal Templates)
    • 8th October 2020 (Clientjoy 2.0)
  • JULY 2021
  • SEPTEMBER 2020
    • 28th September 2020
  • June 2020
    • 19th June 2020
  • May 2020
    • 22nd May 2020
    • 4th May 2020
  • April 2020
    • 25th April 2020
    • 6th April 2020
  • March 2020
    • 31st March 2020
  • 27th March 2020
  • 25 March 2020
  • 23rd March 2020
  • 18 March 2020
  • 15 March 2020
  • 11th March 2020
  • 7th March 2020
  • 5th March 2020
  • 3rd March 2020
  • February 2020
    • 19th February 2020
  • 13th February 2020
  • January 2020
    • 15th January 2020
  • December 2019
    • 14 December 2019
  • 4th December 2019
  • November 2019
  • 30th November 2019
  • 27th November 2019
  • 25th November 2019
  • 21st November 2019
  • 15 November 2019
  • 13th November 2019
  • 3rd November 2019
  • October 2019
    • 31st October 2019
  • 29th October 2019
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On this page
  • Now have ability to edit & delete source(In leads), Tags (In leads and customers), category(In items)
  • Capabilities-
  • How can I find it?
  • Other significant fixes-

Was this helpful?

  1. March 2021

17th March, 2021 (Enhanced capability for source, tags and category options)

Previous18th March, 2021 (Zapier integration for update of leads & customers)Next9th March, 2021 ( Enhanced Private lead flow)

Last updated 4 years ago

Was this helpful?

Now have ability to edit & delete source(In leads), Tags (In leads and customers), category(In items)

Capabilities-

  • Ability to edit the name of source, category and tags.

  • Ability to delete the name of source, category and tags.

  • Ability to edit the name of source, category and tags.

  • Ability to delete the name of source, category and tags.

How can I find it?

  • For source, Go in leads -> Click on add new lead or open any added lead to update it. -> In the form you will find field call "Source"

  • For Category, Go in Items -> Click on add new item or open any added item to update it. -> In the form you will find field call "Category".

  • For Tags, Open any lead or customer -> click on add tags(Bottom left) -> you will be able to add, edit and delete the tags.

Other significant fixes-

  • Now Workspace logo will be visible in bottom left so that you can easily recognize which workspace you are in.