How to View Product Perks and Release Notes in CustomBooks™

How to View Product Perks and Release Notes in CustomBooks™

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Stay up-to-date with the latest enhancements, new features, and important updates in CustomBooks™! We've made it easy to access both our detailed Release Notes and our quick-highlight Product Perks directly from within the application.

You can view these resources using any of the three methods below.

Method 1: The "New!" Button (Top Navigation)

For a quick look at what's recently been added, use the alert button at the top of your screen.
  1. Locate the top navigation bar within CustomBooks™.
  2. Click the New! button located next to the search bar.
  3. A pop-up window titled "Awesome features!" will appear. Click either the Release Notes or Product Perks button to view the respective updates.


Method 2: Interactive Guidance (Bottom-Left Menu)

You can also access a historical list of updates right from the help widget.
  1. Locate the Need Help? (Interactive Guidance) button in the bottom-left corner of your screen.
  2. Click on the Release Notes or Product Perks dropdowns to expand them.
  3. Select the specific month or release version you wish to read about.


Method 3: The Support Menu (Side Navigation)

If you are already browsing the Support Menu or Help and Support portal: Knowledge Base Articles, you can easily find our updates there.
  1. Navigate to Support → New Features.
  2. Select either Product Perks or Release Notes to open the full list of available articles.



Stay in the loop! We regularly update CustomBooks™ to make your workflow smoother and more efficient. Be sure to check these sections periodically so you never miss out on new tools and improvements designed to help your business succeed.