Recent Updates
In this Section, you will easily find information on the latest updates and how they work
Version 20.8.1
We have now released time tracking in version 20.5 of Client Engager.  In this version we have released- Bug Fixes Ability to see who has tailored ch...
Help Centre - New AI Chat Bot
On the 16th April 2024 we have launched a new chat bot within the Client Engager Help Centre which is powered by Artificial Intelligence. The chat bo...
Version 20.5
We have now released time tracking in version 20.5 of Client Engager. In this version we have released- Bug Fixes Ability to hide columns on time log...
Version 20 - Time Tracking
We have now released time tracking in version 20 of Client Engager Heres a how to video on the feature
Version 19 - Forms Import and Export
Being released on Monday 26th February 2024 The search bar in client list now highlights green to show you it is using the text to filter client resul...
Version 18 - New User Permissions
In Version 18 released early on the 19th of February, we added new levels of user permissions in readiness for time tracking and authorising of time r...
Version 17 Release - Email Saving
In the latest version of Client Engager (V17) we released the following features: - New user permissions that prevent users from completing or changi...
Client Engager’s New Knowledge Hub
The new help section should have been a low key, quick and minor improvement but we got carried away and we are pleased to say it’s going to be a huge...
Version 15.1 of Client Engager Launches featuring Meetings and calls log feature launched
On the 22nd December 2023 Client Engager launched its latest feature which allows users to record meetings and calls on the client time line. This vi...
Client Engager Client Portal App Launches
And just like that, three days earlier than planned it's LIVE! The Client Engager Client Portal app is in Apple and Andriod stores and is free to down...
Version 14.0 Launches in Client Engager
In this new version of Client Engager which goes live 7th December 2023 we have the following updates: • New left-hand menu in deadlines • New filter...
Xero API Release
We have now released the Xero API in Client Engager version 12.10. At this time it is undergoing Xeros certification process which we dont have any t...
Version 12.10 Going Live
Version 12.1 of CE is going live on 8th November, included will be: - Xero integration - still awaiting certification so capped to first 25 firms sor...