We’ve made Record IDs easier to find so you can quickly reference them for troubleshooting, integrations, and automation testing.

This update is available for Custom Objects, Companies, and Tasks.

✨ What’s New

• List View: You can now add Record ID as a column using Manage Fields. (disabled by default, so your list view stays clean unless you choose to enable it)
• Record Detail View: Record ID is now shown in the footer section of the record detail panel.

🛠 How to Use

1. Go to the List View → click Manage Fields → enable Record ID.

2. Open any record → scroll to the footer in the detail panel to view or copythe Record ID.

💡 Why It Matters

• Faster debugging for automations and integrations
• Easy copy/reference for API workflows
• Less time hunting for identifiers during support or QA

We’ve made Record IDs easier to find so you can quickly reference them for troubleshooting, integrations, and automation testing.

This update is available for Custom Objects, Companies, and Tasks.

✨ What’s New

• List View: You can now add Record ID as a column using Manage Fields. (disabled by default, so your list view stays clean unless you choose to enable it)
• Record Detail View: Record ID is now shown in the footer section of the record detail panel.

🛠 How to Use

1. Go to the List View → click Manage Fields → enable Record ID.

2. Open any record → scroll to the footer in the detail panel to view or copythe Record ID.

💡 Why It Matters

• Faster debugging for automations and integrations
• Easy copy/reference for API workflows
• Less time hunting for identifiers during support or QA

We’ve launched Reselling Reporting on the Agency Dashboard — giving agencies clear visibility into the services they’ve deployed and monetized across sub-accounts.

This release focuses on structured visibility — helping agencies track revenue, costs, profits, MRR, and product-level performance across both usage-based and subscription-based offerings.

Reselling Tab Overview

The Reselling tab is divided into two key sections:

• Usage Products

• Subscription Products

Each section includes powerful filters, summary metrics, and visual reporting widgets to help agencies analyze performance with clarity.

🧾 Usage Products

Designed for wallet-based and usage-driven services (e.g., messaging, AI tools, premium add-ons).

✅ Filters & Controls

• Sub-account filter

• Product filter

• Date range selector

• Toggle to include only rebilled transactions

• Export option

• Quick refresh control

📌 Summary Widgets

• Total Rebilled Revenue

• Total Cost

• Total Profit

These high-level KPIs provide an instant snapshot of monetized usage performance.

📊 Distribution Insights

• Revenue Distribution – Breakdown by product

• Cost Distribution – Cost allocation by product

• Profit Distribution – Profit contribution by product

These visualizations help agencies quickly identify which services drive the most financial impact.

📈 Growth & Trend Widgets

• Revenue Growth – Product-level revenue trends over time

• Profit Growth – Profit performance trends over time

This makes it easier to spot scaling opportunities or declining usage.

💳 Subscription Products

Focused on recurring resold products and subscription-based monetization.

✅ Filters & Controls

• Product filter

• Date range selector

• Export option

• Refresh control

📌 Summary Widgets

• Total Reselling Revenue

• MRR (Monthly Recurring Revenue)

Clear recurring revenue tracking for subscription products.

📈 Performance Widgets

• Total Reselling Revenue Trend – Revenue performance over time

• Revenue by Product – Monthly breakdown by subscription product

• MRR Trends – Recurring revenue trend visibility

🏆 Ranking Widget

• Top Products by Revenue

Highlights highest-performing subscription products based on revenue contribution.

🎯 Why This Matters

Complete Monetization Visibility: Agencies can now see both usage-based and subscription-based reselling performance in one place.

Improved Billing Transparency: Clear separation between revenue, cost, and profit reduces confusion around wallet deductions and direct billing.

Growth Optimization: Trend and distribution widgets help agencies identify:

• High-margin services

• Underperforming products

• Upsell opportunities

Data-Driven Scaling: With export functionality and granular filtering, agencies can analyze performance across time ranges, products, and sub-accounts.

The Reselling Dashboard transforms reselling from a black box into a measurable growth channel — giving agencies the clarity needed to scale monetized services confidently.

You can now import Custom Object records in bulk — with the same create/update flow you’re used to for Contacts and Opportunities.

This feature is currently under Subaccount > Labs > "Company and Custom Object Import"

✅ What’s new

• Create, Update, or Create + Update Custom Object records via CSV
• Duplicate handling using your object’s unique fields
• Control whether blank cells overwrite existing values
• Track imports in Bulk Actions, including success/error stats

🧭 How it works

1. Go to Custom Object → Import

2. Upload your CSV
3. Choose an import mode:

• Create (creates new records)
• Update (requires Record ID)
• Create + Update (updates if Record ID exists, otherwise creates)

4. Map columns → review → start import

5. Track progress + results in Bulk Actions

🧠 Duplicate + unique field logic

If your object has multiple unique fields mapped, you’ll choose one to dedupe on.

If any other unique field conflicts, that row fails (so you don’t accidentally create bad duplicates).

⚠️ Notes

• Only one Custom Object can be imported at a time (multi-object imports coming later).

🧭 Overview

We’ve redesigned the Calendar Settings experience to make configuration clearer, more structured, and easier to navigate.

This update introduces a cleaner information architecture with logically grouped sections, contextual helper text, and a wider layout for improved readability.

The goal: help you configure calendars faster — with less scrolling and less confusion.

🚀 What’s New

✅ Clear & Structured Settings Layout

Calendar settings are now organized into clearly defined sections:

• Basic details
• Staff & location
• Availability
• Booking rules
• Advanced settings

Within Advanced Settings, you’ll find:

• Form & confirmation
• Payments
• Notifications & policies
• Widget appearance
• External sync (Event Calendars)
• Booking channels (Other Calendar Types)

Each section now contains only related settings, making navigation more intuitive.

✅ Contextual Helper Text

Each section includes concise helper texts explaining each associated setting's purpose, improving discoverability and reducing configuration confusion — especially for new users.

✅ Wider Layout for Better Readability

The Calendar Settings panel now spans a larger portion of the screen.

This improvement:

• Reduces unnecessary vertical stacking
• Improves spacing between fields

The layout remains fully responsive across standard screen sizes.

🧩 How to Access

Navigate to:

Calendars → Calendar Settings → Meetings → Edit Calendar

You’ll now see the updated structure and improved layout.

🎯 Why This Matters

• More intuitive and faster calendar setup
• Better readability with improved use of screen space
• A stronger, scalable foundation for future calendar enhancements
• Minimizes excessive scrolling and shows more settings upfront, improving the discoverability