by | Aug 13, 2026 | Uncategorized
Overview We’re making it easier to view and interact with contact details without losing your place. With the new contact overlay, clicking a contact’s name from the opportunities (contact name or conversation icon) or appointments page now opens the contact within...
by | Aug 13, 2026 | Uncategorized
Overview We’re making it easier to view and interact with contact details without losing your place. With the new contact overlay, clicking a contact’s name from the opportunities (contact name or conversation icon) or appointments page now opens the contact within...
by | Aug 13, 2026 | Uncategorized
Overview We’re making it easier to view and interact with contact details without losing your place. With the new contact overlay, clicking a contact’s name from the opportunities (contact name or conversation icon) or appointments page now opens the contact within...
by | Aug 13, 2026 | Uncategorized
Overview We’re making it easier to view and interact with contact details without losing your place. With the new contact overlay, clicking a contact’s name from the opportunities (contact name or conversation icon) or appointments page now opens the contact within...
by | Aug 13, 2026 | Uncategorized
✨ Overview The “New Review Received” workflow trigger now supports reviews from all review platforms integrated with the account. Previously, the trigger was limited to Google Reviews and Facebook Reviews. Now, workflows can also be triggered by reviews received from...
by | Aug 11, 2026 | Uncategorized
Overview We’re strengthening document privacy and access controls across the platform with HIPAA compliance in mind. Documents uploaded as attachments through the notes section will now be private by default, giving you greater control over how sensitive information...
