Suggested Merge Targets

New

2
  • Introducing Suggested Merge Targets

    • Previously when a user went to merge a conversation, they had to search for the conversation they want to merge into. Now users will see Suggested Merge Targets, which is non-closed conversations for the requester + currently opened tabs in ProVision.
    • These Suggested Merge Targets aim to help our users workflow to faster merge conversations, by reducing the need to search for the conversation they want to merge into.
  • Partners can now create clients through the public API, including email addresses and phone numbers.

Improved

8
  • Account Manager and Project Manager pickers are now sorted alphabetically to make selection faster.

  • Call transcript attachments now better match the newer transcript experience.

  • Subscription status tracking is now separated from subscription phase, making membership state easier to understand and troubleshoot.

  • Partners using automated revenue sharing can now enter pre-sold membership prices with cents.

  • Site Documentation now includes Elan/Nice as an audio system brand option.

  • Memberships without a schedule now show a No schedule empty state instead of leaving the section blank.

  • Conversation assignees now get the unread indicator on new public replies even if they have not replied yet.

  • The app inbox header now lines up correctly with adjacent panels.

Fixed

2
  • Membership payment details now show the saved card correctly instead of Not found when a valid payment method exists.

  • Billing portal links from the subscriptions report now open the correct destination.