News & Updates
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Invoices: Addition of 3 default reminders
March 25, 2025
Creating invoice reminders just got easier with the addition of default reminders that can be used instead of creating workflows for this purpose.
Simply go to Invoices -> Settings. You'll be able to view the default reminders. Disable any that you do not wish to send and note that you can swap out templates if you prefer to send something more customized to your organization's brand.
ANY email - from your inbox or from a previous marketing platform - can now become a fully editable template in Email AI in minutes. No manual rebuilding. Just forward the email to a special email address and the system will create an editable version of that template in your email campaigns.
SmartList filtering ha been updated with new options. You’ll notice the addition of commonly requested operators for date filters - today, tomorrow, yesterday, this week, this quarter, etc. You’ll also notice more consistency with text filters so that you’ll have access to the same set of options across all text string - is, is not, contains, does not contain, in any of, in none of, is empty, etc.
