Time-Based Email Routing & Marketing Opt-Out

New

3
  • Time-Based Email Routing (per partner)

    • New conversations created from email can now route differently during vs outside your business hours. Configure default assignee groups for Support and Membership so after-hours can go to Basic (or a partner-specific group) while business-hours traffic goes to your daytime team. Honors your existing business hours and holiday calendar.
  • Marketing Opt-Out in Client UI

    • A Marketing Opt Out toggle is now available in the Create/Update Client dialog. Client lists also include a Marketing Opt Out column (filterable & sortable) with ✅/❌ indicators.
  • Copy Terms of Service (ToS) URL

    • Quickly copy your partner's ToS link from Quick Actions or from the Partner tab → General header (shows a "Copied!" snackbar).

Improved

1
  • Labels: No Hidden Limits + Cleaner Chips

    • All labels now appear on a single line. If space runs out, you'll see a compact +X more chip with a tooltip listing the rest. Chips are sleeker, preserve colors, and keep hover-to-remove.

Fixed

1
  • Email addresses are treated consistently regardless of capitalization. This prevents duplicates like User@Example.com vs user@example.com which improves threading, lookup, and participant matching.