Changelog: Projects

Account Manager and Project Manager pickers are now sorted alphabetically to make selection faster.

Offered Business Name as a Site Display option when configuring Conversation and Project Views.

Added Client Segment filter to project custom views, consistent with Sites and Conversations.

Projects: Phase Support

• Projects can now be assigned a Phase (e.g., Proposal, Installation, Closeout). Phases help track project status at a glance.

Projects

• Track installations and larger scopes of work with Projects. Link multiple conversations to a single Project, assign a team member, and track progress from a unified view.

Added Project column to the Conversation list.

Projects can be filtered by status.

Fixed issue where linking a conversation to a project didn't update immediately.

Fixed sorting issue in the Projects list.

Moved Project-related notifications to a dedicated Projects category in Notification Settings.

Improved flow when going from Add Project → Add Site → Add Client to ensure users end up back at Add Project.

Added support of Zip/Postal Code in project views.