This update introduces the new text editor. Faster and Slicker with a bunch of pleasant features for the tool users spend most of their time using. Give it a try and share your comments.
December 05, 2023 
It is finally here: the brand new beautiful text editor Kris worked super hard on.
Some of the cool features:
Type a colon then search in the emojis such as:
When you mis-type something, you will receive an alert if the spell checker in your browser spotted something:
No need to read with a bunch of double curly brackets {{ for the tags, you now see the tags as tags. Here the “First name”:
Either use the button, or type slash: “/”
Get the fields directly from your computer, no more intermediary modal
View the files that you have attached by clicking on the arrow icon:
and then you will see them:
When you make a Promise to Pay, you get a reminder on the date of the promise to pay. We made a change so that when all invoices linked to the promise to pay have their balance coming to zero before the deadline of the promise to pay, the reminder will not get created as it is now useless.
This is a new task available in the workflows: automatically assign a Customer to a portfolio.
We have simplified the workflows triggers, now split between “When an event occurs” and “When a transaction matches certain conditions”. Once you have selected one of them, you will see additional options.
