Add SMS Workflows, Refine Views, and Expand Partner Controls

New

4
  • Grouped macro activity that shows each run alongside the actions it performed

  • Partner-local snooze presets for macros and rules

  • A Send Educational Emails option on the Day1 form

  • Shareable links to specific site and client tabs

Improved

3
  • Full-page record opening by default on desktop when no preference is saved

  • Automatic cleanup of in-app notifications older than 30 days

  • Refreshed ellipses menu design

Fixed

2
  • Removed outdated complimentary-support language from the default activation FAQ

  • More reliable Client Portal results when sites have been deleted