Monthly Newsletter · 1 min read

Newsletter – May 2025

Explore Klient PSA’s May 2025 updates: new features, expert tips, success stories & resources to deliver successful projects in Salesforce.

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Klient Newsletter – May 2025

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What’s new in Klient PSA?

From productivity wins to community-driven features, this month’s updates are all about turning your feedback into impact. Here’s everything new inside Klient PSA – designed to make your team’s day smoother and your projects stronger.

Product update
Current version: 50.2.2

You asked. We delivered. Release 50.2.2 is now live and includes powerful improvements driven by real customer input:

✅ Smarter planning with new Resource Planner filters and shared presets
✅ Faster invoicing clarity with the new “All Lines Generated” indicator
✅ Cleaner, more intuitive Workspace layouts
& More

Release Notes Just Got Smarter (and More Actionable)

We’ve made our release notes easier (and more useful) for your team to scan and act on. Here’s how:

  • 💡 = Customer Idea If you see this icon, that feature came directly from your feedback.
  • 🚨 = Admin Alert This red light means: Heads up! You may need to notify your users or take action before the upgrade.

The Klient community is shaping the product. One improvement at a time.

👉 See the release notes

🗳️ Klient Idea Voting — And Your 7 Winning Ideas 🥇

Did you know you can help shape Klient PSA’s roadmap?

Through our Idea Voting initiative, customers can submit, vote on, and prioritize the features that will make your workday smoother. Every month, we review your top ideas, and the most upvoted requests are added to our roadmap.
If you’ve ever said, “I wish Klient could…”, this is your moment.

Here’s YOUR 7 Winning Ideas from April: (See our Roadmap)

  1. Project Status Report – Customizable Template per Project Type
  2. Project Status Report – Display Logo
  3. My Timesheet – Remember All Toggles
  4. Timesheet Mass Approval – Add a Task Filter Box
  5. Timesheet Approval (Splits Mode) – Editable Time Comments for Approvers
  6. Project Workspace – Export to CSV with Grid Column Respect
  7. Resource Planner – Align Scheduled Hours at Project Level

Ensure consistency between the planner and project-level scheduling — helping teams spot misalignments before they impact delivery.


📺 Product Update Webinars

Missed April Product Update Webinar? Here’s the breakdown

During April’s webinar, Rosalie & Yanick really deep dived into this new release: V50.2.2.

🎥 Watch it now or use the timestamps below to jump directly into the section that matters most to you:

00:00 Introduction & Agenda
03:08 My Deadlines – Task Filters
05:42 Workspace Improvements
17:29 Resource Planner Improvements
27:28 Resource Utilization
30:15 Fixes and Notables Improvements
31:55 Product Roadmap & Ideas Voting
41:17 Best Practices & Conclusion

May Product Update Webinar
Join us live for our next product update webinar. This webinar will be all about our upcoming release 50.3. See you there 👋

🗓️ Thursday May 22nd at 11am EDT
🔗 Register now


Want to become a Klient PSA Champion?

Here’s how:

👉 Vote for your favorite feature requests in our Community — your voice matters!
👉 Commit to & complete one or more eLearning course this month — and share it with a peer!
👉 Register to our upcoming webinars.
👉 Watch (or attend) our monthly product update webinars on YouTube.
👉 Follow @KlientPSA on socials: LinkedIn YouTube

Let’s make May your most productive month yet.
Thanks for being part of the Klient community 💙

– The Klient Team

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LL
Laura Labonte
CEO at Klient. Yanick founded Klient to build the PSA platform he wished existed when running Salesforce implementation projects. Klient PSA is 100% Salesforce-native and powers delivery for consulting firms, SIs, and SaaS professional services teams worldwide.

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