Changelog: Sites

Fixed pagination issue on the Sites list.

Client-Site Relationships

• Clients can now be associated with multiple Sites, and Sites can have multiple Clients. This supports complex multi-location and multi-stakeholder scenarios.

Client and Site panels show linked records.

Search indexes both Client and Site associations.

Fixed issue where removing a client-site association didn't update the UI.

Fixed ordering of associations in the details panel.

Site Files

• Upload and store documents directly on Site records. Organize files by category (e.g., contracts, floor plans, photos).

Files show previews for images and PDFs.

Files are searchable by name.

Fixed issue where file uploads occasionally failed.

Fixed preview rendering for certain PDF formats.

Site Service Levels

• Assign service levels (Basic, Standard, Premium) to Sites. Service level is visible in conversations and can be used in Rules.

Site Documentation

• Capture technical details like network equipment, alarm panels, and access codes in structured fields.

Documentation fields are organized in collapsible sections.

Fixed saving issue with certain documentation fields.

Site Labels

• Apply custom labels to Sites for categorization (e.g., VIP, New Install, At Risk). Labels can be used in filters and Rules.

Labels show on Site cards in the list view.

Site Records

• Create and manage Site records with address, contact details, and service information. Sites are linked to Conversations automatically.

Site list supports search and filtering.

Site details panel shows linked conversations.

Fixed issue where site updates didn't sync to conversations.

Site documentation: Added Laundry Room as a network location and expanded ISP options (Altafiber, Sonic, Verizon 5G Home Internet, Frontier Fiber, 3-Rivers).

Draggable Create/Update Dialogs — Client and Site dialogs can now be moved around.

Merging sites with the same labels no longer causes errors.