Basil Updates and Requests

View release notes or submit a feature request 

 

Current Release Notes

Version 2.8.16 - February 27, 2024

What's New:

  • Basil Email Integration
    • Basil will now integrate with a user’s Gmail email system allowing for the reading, replying, and composing of new emails directly from the Basil platform. (This is in the early stages and will need to be enabled by the CoralTree Support Team for the user's account).
  • Added the ability to create Folder Templates in the Files tab.
  • Client Dashboards can now be opened in new browser tabs, allowing for multiple dashboards to be opened at once.

Updates:

  • Standardized the date format across Basil to the American standard of MM/DD/YYYY.
  • The confetti that showed when marking a task as “Complete” has been removed.
  • Basil CRM fields are now sortable.
  • Improvements to eSignatures
    • Mark signature components as Optional or Required
    • Added Start and Next buttons to guide signers through all signature components

Previous releases:

2.8.0 to 2.8.16

 

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Previous releases:

2.7.1 to 2.7.9

 

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Previous releases:

2.6.1 to 2.6.8

 

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Next on the Basil Roadmap

Forms

QBO Integration with Invoicing

Smart Calendar

Would you like to submit a feature request?

Fill out the form and click submit. We will strongly consider each request and keep you updated on any progress made toward implementing your request in Basil.