Version 9.7 of the Smokeball desktop app contains the following new features and refinements.
This version is currently undergoing beta testing.
New features
Beta test for the New Outlook Add-in for the Desktop App
We have begun closed beta testing for the Microsoft 365 Outlook email integration. The Smokeball Team will be in touch with further details for Beta firms that have expressed interest.Â
Death Date Range for Contact Cards
You can now specify a death date range for deceased contacts, for situations where the exact date of death is unknown.Â
Client Portal Branding
You can now customise the colour scheme of your firm's Client Portal, providing a consistent and trustworthy experience for your clients.
At this point in time, you can designate a brand colour and formatting on the Client Portal header, and/or upload a different logo if necessary. The logo uploaded here will not affect the main logo on your Smokeball account.
Client Portal branding settings can be accessed from Smokeball Settings (cog wheel icon) in the Smokeball Desktop App, or Firm Settings in the Smokeball Web App. For more information, refer to our article.
Refinements
Improved AutoTime idle timer tracking
Smokeball will now detect when your computer goes into sleep mode and is woken up, in an effort to accurately track activities.
Bug fixes
- Fixed an issue where Excel spreadsheets were showing incorrect date modified dates.
- Fixed an issue where converting to PDF while publishing online was failing.
- Fixed an issue when saving appointments created by a user in a different timezone was updated by the time difference.
- Fixed an issue where critical dates were not deleted when a linked event was deleted from the calendar.