Jump Anywhere With Quick Actions and Spot Recurring Issues

You can reach workspace pages, saved views and settings directly from Quick actions as you type.

Recurring-issue notices in conversation summaries show prior related conversations, when the issue was last fixed, and how it was resolved.

You can build conditions consistently across Rules, Sidekick policies, Signal schedules and filters with aligned fields, nested-group validation and layouts that fit a phone.

Company Name editing is limited to authorized users while other company details remain editable.

Site merges succeed when the origin site contains previously deleted client links, while only active links move to the target site.

Client imports match by email, keeping different clients at the same address separate without overwriting another client’s details.

Every user's permissions stay visible in Settings > Users after you create a user without needing to refresh the page.