Summary

Improved the Review Request page with powerful search and filtering capabilities for faster and more accurate request management.

🔧 What’s New

Added a search bar at the top of the Review Request page

• Search now supports:
• Contact Name
• Email
• Phone Number

Introduced filters for:

• Channel: WhatsApp, Email, Phone
• Status: Failed, Undelivered, Sent, Opened, and other supported states
• Search is case-insensitive for easier matching
• Results update dynamically without page reload
• Pagination syncs correctly with filtered/search results

🚀 Improvements

• Faster navigation and lookup of review requests
• Reduced need for manual scrolling and pagination

💡 Why It Matters

Previously, users had to manually browse through multiple pages to locate a specific review request, which was time-consuming and error-prone, especially for high-volume accounts.

With search and filtering, users can quickly find the right contact and take action (such as canceling follow-ups) with greater speed and accuracy.

Summary

Improved the Review Request page with powerful search and filtering capabilities for faster and more accurate request management.

🔧 What’s New

Added a search bar at the top of the Review Request page

• Search now supports:
• Contact Name
• Email
• Phone Number

Introduced filters for:

• Channel: WhatsApp, Email, Phone
• Status: Failed, Undelivered, Sent, Opened, and other supported states
• Search is case-insensitive for easier matching
• Results update dynamically without page reload
• Pagination syncs correctly with filtered/search results

🚀 Improvements

• Faster navigation and lookup of review requests
• Reduced need for manual scrolling and pagination

💡 Why It Matters

Previously, users had to manually browse through multiple pages to locate a specific review request, which was time-consuming and error-prone, especially for high-volume accounts.

With search and filtering, users can quickly find the right contact and take action (such as canceling follow-ups) with greater speed and accuracy.

You can now link companies directly to both custom objects and opportunities, making relationship mapping far more flexible and powerful across your CRM.

👀 What’s New

• Associate companies with custom objects
• Associate companies with opportunities

• View and manage these relationships directly within record views

• View associated records directly in list views

• Supports one-to-one, one-to-many, and many-to-many relationships

Why this matters

• Build richer data relationships beyond contacts-only associations
• Get better context across opportunities, companies, and custom workflows
• Enable more accurate reporting and segmentation

How to use

• Go to Object > Companies > Associations
• Click on "Create association" to build associations between multiple objects

• Open any custom object or opportunity record
• Navigate to the Associations section

• Select Add Company and choose the relevant company

• Manage or update associations anytime from the same panel

This feature is currently available on Labs > Subaccount.

You can now link companies directly to both custom objects and opportunities, making relationship mapping far more flexible and powerful across your CRM.

👀 What’s New

• Associate companies with custom objects
• Associate companies with opportunities

• View and manage these relationships directly within record views

• View associated records directly in list views

• Supports one-to-one, one-to-many, and many-to-many relationships

Why this matters

• Build richer data relationships beyond contacts-only associations
• Get better context across opportunities, companies, and custom workflows
• Enable more accurate reporting and segmentation

How to use

• Go to Object > Companies > Associations
• Click on "Create association" to build associations between multiple objects

• Open any custom object or opportunity record
• Navigate to the Associations section

• Select Add Company and choose the relevant company

• Manage or update associations anytime from the same panel

This feature is currently available on Labs > Subaccount.

You can now link companies directly to both custom objects and opportunities, making relationship mapping far more flexible and powerful across your CRM.

👀 What’s New

• Associate companies with custom objects
• Associate companies with opportunities

• View and manage these relationships directly within record views

• View associated records directly in list views

• Supports one-to-one, one-to-many, and many-to-many relationships

Why this matters

• Build richer data relationships beyond contacts-only associations
• Get better context across opportunities, companies, and custom workflows
• Enable more accurate reporting and segmentation

How to use

• Go to Object > Companies > Associations
• Click on "Create association" to build associations between multiple objects

• Open any custom object or opportunity record
• Navigate to the Associations section

• Select Add Company and choose the relevant company

• Manage or update associations anytime from the same panel

This feature is currently available on Labs > Subaccount.