With your help and feedback, our team is constantly making Folio better. Below are some of the bug fixes, improvements, and new features we've added to the product this year. Enjoy!
Improvement: The "transaction fell through" option is available for buyer folders! It was previously only available for seller folders.
Improvement: When you create a new custom timeline template, you must designate the template type. This helps prevent templates from being created under the wrong type.
Fix: When accessed through a mobile browser, a resource with a phone number could not be called.
Fix: Some users were not able to log into their account due to an issue with the email providers we integrate with (Google and Microsoft).
Fix: When an email is associated with a confirmed smart folder and a smart folder suggestion, we display both folders in the Gmail sidebar, if you have the Chrome extension installed. We resolved issues with displaying the right folder in the sidebar and deleting the correct folder if the suggestion was rejected.
Improvement: Team plan admins can now disable smart folder suggestions for the people on their team. (At least one person must have suggestions enabled.)
Fix: In some cases, we did not display the correct permissions for someone that a timeline was shared with. This was only a visual issue and not an access issue.
Improvement: You must confirm a smart folder suggestion before you can add information to the folder and the timeline.
Improvement: For Team and Business customers, we have added a new page called “My Team” to your left sidebar. All team members can access this page, but you will see different information, depending on your role:
- Plan admins will use this page to manage the team.
- Everyone can see who is on the team. They can also copy service providers, timeline templates, and resources to other teammates’ accounts.
The Collaborators page better explains the role of a collaborator and no longer has information about your Team or Business plan.
Improvement: A link to the timeline is included in the calendar event description for a timeline event. This applies to both Google and Outlook calendars.
Improvement: When you share a timeline with someone who doesn’t have a Folio account (like a client) and they reply to the timeline invite email, their reply will now go to your email address.
Improvement: It used to be possible to remove a contact from a pre-contract folder that only had a client’s email address and no address. This would result in issues with the smart folder email filter. A pre-contract folder with no address must now have at least one contact associated with it.
Fix: Our site was running a bit slower than usual and is now functioning at normal speeds.
Improvement: You can now purchase a Team plan for 2-10 accounts. We hope these new pricing options will make it easier for you to collaborate with others on Folio.
Improvement: When someone shares a timeline with you, you can import the timeline into your account without adding the timeline events to your calendar. You can also disable calendar events for a folder that you create. This option is available from the smart folder’s “...” button on your homepage.
Fix: When a free user had fewer than 3 smart folders and a smart folder was shared with them by a subscriber, the folder would be incorrectly paused and inaccessible. This no longer happens.
Fix: If your Outlook calendar event had an attendee, resyncing your calendar would delete some events from your calendar and not recreate them. Resyncing your calendar does not result in this issue anymore.
Fix: If there was an issue with a link in the “request a review” email body, we wouldn’t explain the problem. We now show an error message.
- We explain what happens when you add your client’s email address in the Smart Folder creation process.
- We now prevent you from adding your own email address as the transaction’s buyer or seller. This prevents us from inadvertently filtering all of your emails into a Smart Folder.
Fix: The bottom of the contact role dropdown menu used to be unreachable. You can now select any role for your contacts.
Improvement: During pre-contract Smart Folder setup, it is now possible to select a timeline template. This functionality is currently available on our website and will be added to the Chrome extension in the future.