Formatting in messages to customers
Writing a new message to a customer? You can now format the text. Use the toolbar above the text field to make text bold, italic or underlined. You can also create a bulleted or numbered list and add links.
The formatting stays visible in the timeline and in the customer portal. If your customer's email program can't display formatting, they'll receive the message as plain text.
Faster access to your organisation settings
From the organisation dashboard, you can now get to several parts of your organisation settings faster. Open the dropdown menu next to 'Organisation settings' and go straight to the tab you need. You no longer have to open the settings first and then look for the right tab in the left sidebar.
Prefer to click through first? The 'Organisation settings' button still works as you're used to.


