Product Updates
Stay up to date with our latest product improvements and features
Choose the activities each record opens with
Choose the activities each record opens with
Save default filters for a collection's Activities tab, so every record opens on the calls, meetings or visits your team checks most.
Read updateSend reporting categories to Xero on new invoices and bills
Send reporting categories to Xero on new invoices and bills
Map your Xero tracking categories, such as department or region, to fields in Kinabase, so every new invoice or bill line arrives in Xero already coded.
Read updateFilter activities by type, date or content
Filter activities by type, date or content
Filter the activities on a record, or across a whole collection, by type, date or content, so the call, meeting or note you need is quick to find.
Read updateFind tasks by their description or record
Find tasks by their description or record
Search the task lists on your Dashboard and on a record, and find a task from words in its description or the name of the record it belongs to. Global search finds them the same way.
Read updateSee record alerts on Kanban cards
See record alerts on Kanban cards
Kanban cards now show a record's alerts, with the most severe one on the card and every alert listed when you hover, so you can spot problems without opening the record.
Read update