improved
new
Workflow
Clients
API
Client Portal Topic Controls, MEC Report Item Counts in Task View, and Attachments API
We released a couple of improvements this past week:
- Control whether clients can create new chat topics
- Item counts on MEC report links from the Taskspage
- New attachments API
Client Portal "Create Topic" Controls
You can now control whether clients can start their own chat topics!

Under
Settings > Company > Automations & Settings
, you have a new option to turn off Allow clients to create new topics
. By disabling the option, client chat topics can only
be created by your team members, giving your firm more control over topic creation (and thus which team members are assigned to each topic).MEC Report Item Counts on the Tasks Page
We've extended the easy-access feature to Month End Close reports on the
Workflow > Tasks
page!
All tasks with a linked Month End Close report now show the "View report (N)" link, like how they appear in the project itself. This makes it easy to act on the MEC reports and also know how much work is left on each task with a quick glance.
Attachments API
We also released a new API so that you can retrieve and download the files attached to your projects, team tasks, and client tasks, including files your clients uploaded through the portal. For more information, see our API documentation here!