Monthly Newsletter · 1 min read

Klient Newsletter – June 2026

Explore Klient PSA’s June newsletter: new features, expert tips, success stories & resources to deliver successful projects in Salesforce.

Klient Newsletter June 2026
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June is here, and we have a packed update for you. This month brings a double dose of product news with highlights from versions 51.5 and 51.6, the official AgentExchange launch of PLANNY1, a brand new Feature Hub, and a couple of events worth adding to your calendar.

Product Update
Current version: 51.6

Klient PSA 51.5 and 51.6 are now available, and there is a lot to dig into. Here are the highlights worth catching up on across our latest releases.

Highlights include:

💎 Workspace: 0-Duration Milestone Tasks
Set a milestone to 0 duration and it appears as a diamond on the Gantt, marking a true point-in-time moment instead of taking up a full day. The result is cleaner dependencies and more accurate timelines.

🧾 Invoicing: Filter Generate Invoices by Practice and Region
Finance teams can now scope invoice runs to just their own projects instead of scrolling the entire org. Works across every billing type, from Time and Expense to Milestone.

🌴 Resource Planner: Hide Holiday/PTO Toggle
A new toggle clears Holiday and PTO rows from the planner so you can focus on project work. It recalculates automatically and saves your preference per user across every view.

⚡ Workspace: Real-Time Assignment Updates
Adding, editing, or removing assignments now updates the Assignment view instantly, with no manual page reload required.

🔗 New in 51.6: a Jira Summary field added to the Jira Time Tracker, plus performance improvements for Global Workspace on large projects and for opening workspaces created from template tasks.

Read the Release Notes


WEBINAR RECAP

May Webinar: Versions 51.4 to 51.6, Jira integrations, and PLANNY1

 

Our May session grouped three releases into one update, with the first live demos of Jira Sync and the Jira Time Tracker, a tour of the Snap Workspace filters, and the AgentExchange launch of PLANNY1. The recording is available on demand, so your whole team can catch up at their own pace.

Watch the Replay

NEW ON AGENTEXCHANGE

Meet PLANNY1, Now Live on AgentExchange

PLANNY1 is our specialized AI agent, built to help you start every day knowing exactly what to tackle first. It delivers morning briefs, night recaps, priority lists, and week-ahead summaries, and it can take action directly in Klient PSA when authorized, from updating task statuses to pushing due dates and creating tasks. Try it now with a free trial.

Get Planny 1 on AgentExchange

NEW IN THE FEATURE HUB

Refer a Friend and Get Rewarded

There is a new Referral program in the Klient Feature Hub. If you know a consulting firm or services team that could get value out of Klient PSA, you can refer them directly from the Feature Hub and earn a reward when they come on board. It only takes a minute.

Submit a Referral

UPCOMING EVENT

Klient at Agentforce World Tour London 2026

We will be at ExCeL London on June 18th, showing Hybrid Project Delivery and our full AI agent catalog in action. If you or your team are based in the UK, we would love to connect in person. Reach out to us and let us know you will be there.

Learn More


Upcoming Webinars

We have two sessions coming up this month:

  • Thursday, June 4th at 11:00 AM EST – Partner Webinar: How a GTM Architecture Firm Rebuilt Its Own Project Delivery Engine. A practical, behind the scenes look at how a services team rebuilt its delivery operations on Klient.

Register Now

 

  • Thursday, June 25th at 11:00 AM EST – June Product Update Webinar. A first look at version 51.7 and a live demo of our Touchy agent.

Grab your spot below.

Register Now


Your Vote Shapes What We Build Next 💡

Here is something worth knowing: the features we prioritize are directly influenced by the number of votes an idea receives.
👉🏼 The more customers who vote, the clearer the signal, and the faster the right things get built.

Two minutes. Real impact. Browse the latest ideas, vote for the ones that would make your team’s day easier, and submit any pain point that is not on the list yet. Every vote and every idea gets read by our product team.

Vote on Ideas


Get More Out of Klient Every Day 🚀

The customers who get the most out of Klient are the ones who stay connected. Here is how to do that:

📚 Level up your team
Our free eLearning courses cover everything from admin foundations to advanced features. Whether you are onboarding someone new or filling a gap yourself, there is a course for it.

📣 Stay in the loop
Follow us on LinkedIn and YouTube for feature highlights, tips, and product news between newsletters. Short, useful, worth a follow.

🗂️ Missed a previous issue?
Every newsletter is archived and searchable. Browse past issues to catch up on anything you might have missed.

Thank you for being part of the Klient Community
– The Klient team 💙

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YA
Yanick Abraham
What I do… I thrive on helping companies grow their business. I’m at my best when I connect with the executives, the management team and the employees to understand their business, their pains and their vision so I can guide them in this Cloud age. I enjoy sharing industry best practices, optimizing processes, planning technology roadmaps and structuring a business for growth. I feel successful when my customer reach their business objectives. In the past few years, I’ve had the opportunity to work with more than 400 companies which gave me great business insights, industry knowledge and technical expertise that I apply with my customers. When conducting efficient business process management, I don’t lose myself in methodology details, I prefer being straight to the point, agile, adaptive and achieve results efficiently. Technology evolves rapidly and it’s tough to keep on top, but I do. That’s why you can rely on me to find the best solutions for your business! I’m a highly effective solution architect, a business process specialist, a coach and a technology enthusiast who helps companies grow their business.

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