Add Automation and Notifications, Improve Site Summaries, Fix Alerts
Fixed
1
Missing or deleted conversations no longer produce errors during client lookups
ProVision
Every Clients change in ProVision, newest first.
Missing or deleted conversations no longer produce errors during client lookups
Client hover card: hover over a client to see their contact info, with one-click copy
Closed conversations no longer reopen during client merge updates
Blocked phone numbers are now checked before a client record exists, so blocked senders follow the blocked path consistently
Client merges no longer create duplicate follow-up tickets from closed conversation history.
Client custom attributes in client details and custom views, including support for filtering and showing them as columns.
Bulk actions for client records now support soft delete and restore.
Added the ability to soft delete a client record. Soft deleted clients can be recovered if needed (based on permissions).