Add Bulk Site Actions and Smarter AI Assist

Bulk site actions now let teams assign one client to multiple sites in a single step.

AI writing assist can now use live call transcripts while a call is still in progress, so draft notes and emails have more context sooner.

Custom views now support rolling 30-, 60-, and 90-day date filters that update automatically over time.

Search results now refresh automatically when records change during an active search, reducing missed updates and duplicate follow-up work.

Complimentary membership and service-level filtering now behaves more accurately, including CPP expiration edge cases that previously produced incomplete results.

Forwarded email loops no longer reprocess outbound messages into new conversations or auto-replies.

Client merges no longer create duplicate follow-up tickets from closed conversation history.