Recent Updates
In this Section, you will easily find information on the latest updates and how they work
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...