Feature
A Redesigned Sidebar You Can Search and Pin
The sidebar is regrouped into clearer sections, with a "Jump to…" search, collapsible groups, and pins for the pages you use most.
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Product Updates & Releases
Bug Fix
Relative Date Conditions in Automations Now Evaluate Correctly
Automation conditions using "Was Less Than" or "Was More Than" with a number and a unit (days, weeks, months, years) now evaluate correctly instead of always reading Not met.
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Feature
Change Log in the mobile app
Contacts, companies and contracts in the mobile app now have a Change Log tab.
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Bug Fix
Website pixel identify calls on a visitor's first page load now reach the server
An identify call fired on a visitor's very first page load could be dropped before the pixel had a session to attach it to, so the visitor was never linked to a contact. Identify now waits for that session and sends as soon as it's ready.
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Feature
Company emails in the mobile app
Company records in the mobile app now have an Emails tab.
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Bug Fix
Pixel page views ignore save-button hash changes
Saving or favoriting a property on a site with a hash-based save control no longer counts as a second page view. Route changes, including hash-routed sites, still track normally.
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Improvement
Turn Conversational Intelligence on or off, and live transcripts no longer drop lines
Owners and admins can now switch off Conversational Intelligence so it stops using AI credits, every user can reach Voice & Recording settings, and live call transcripts keep every line.
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Feature
Build an automation off an SMS opt-out
A new "SMS Opted Out" trigger lets you tag, reassign, or run another automation the moment a contact opts out of texts.
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Bug Fix
A blank Phone Type on import stays blank
Importing contacts with an empty Phone Type column no longer labels every number Mobile.
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Bug Fix
Clearer goal setup for loan officers
Win the Day stays in lender mode before your lending goals are set.
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