Changelog: Clients

Inbound emails now match clients for auto-assignment regardless of email capitalization.

Added first name and last name as separate display options for client-based custom views, giving users more flexibility in how client names appear in tables.

Fixed caller identification incorrectly showing "unknown" for merged clients

Fixed caller identification for Twilio conversations when client entity has invalid ID from merged clients.

Fixed issue where merging clients failed with a foreign key constraint error on conversation_participant.

Fixed issue where merging clients failed with a foreign key constraint error on conversation_participant when the client was used as a conversation requester.

Marketing Opt-Out in Client UI

• A Marketing Opt Out toggle is now available in the Create/Update Client dialog. Client lists also include a Marketing Opt Out column (filterable & sortable) with ✅/❌ indicators.

Fixed styling issue with the "create conversation" flow when starting from a client record.