Custom View Column Options and Email Routing Enhancements

New

2
  • Added first name and last name as separate display options for client-based custom views, giving users more flexibility in how client names appear in tables.

  • Added site labels as a display column option for site-based custom views, rendered as colored chips based on label group.

Improved

2
  • Updated D-Tools integration branding to "D-Tools Cloud" across all UI references.

  • Improved callback/voicemail handling to reuse existing conversation when client calls back while agent is processing their voicemail or callback request.

Fixed

2
  • Fixed pre-sold membership toggle not appearing in Add Project modal for partners with subscription management enabled.

  • Fixed CC removal not persisting when composing public emails.