v1.7.4 to v1.7.6 (May 26, 2026) Client Contacts and Documents, plus easier expense entry

Each client profile now holds all their people and paperwork in one place.

Client Contacts:

- Add everyone you deal with at a client's company: finance, procurement, decision-makers and more

- Save each contact's name, designation, department, email, phone, mobile or WhatsApp number, LinkedIn profile and notes

- Mark one contact as the primary contact, shown with a clear badge

- Archive contacts who have left the company without losing their history, and restore them anytime

- Click to call or email a contact directly from their card

- Filter by department and status, or search, with summary figures at the top

Client Documents:

- Upload contracts, statements of work, NDAs, proposals, invoice copies, KYC documents, tax certificates, bank details and more to each client

- Drag and drop files up to 10 MB, including PDF, Word, Excel, PowerPoint, text, CSV and image files

- Give each document a name, description and category, and rename or recategorize it anytime without uploading again

- Color-coded file icons make it easy to spot PDFs, spreadsheets and images at a glance

- Documents are stored securely and can only be downloaded by your workspace

Easier expense entry:

- Add a new expense category on the spot with the plus button next to the category field, and it's selected for you automatically

- Linking an expense to a project is now optional, so you can record general business expenses too