Changelog

Support for CC and BCC in email messages.

Updated the UI for composing emails to be cleaner and easier to use.

Fixed various bugs related to email dispatch.

Added a Primary Client Name, Primary Client Email, and Primary Client Phone column to site views.

Added a Contact Name, Contact Email, and Contact Phone to conversation views.

Added keyboard navigation support for conversations.

Improved the call experience for inbound calls without Caller ID - these now show "Unknown Caller" instead of a blanks.

Improved reliability of message actions (labelling, archiving, etc.).

Fixed issue where users were unable to reset filters in a conversation view.

Fixed issue where editing a label would result in a blank name.

Fixed issue where edits on line items were not applying.

Fixed issue where the task details panel scroll position wasn't resetting when switching between tasks.

Fixed inconsistent panel behavior when dismissing the task details panel.

Added a help modal for keyboard shortcuts. Open by pressing ? or cmd/ctrl + / or by clicking on the ? in the top-right of the main panel.

Improved copy and labelling for various proposal-related notifications.

Fixed issue where the number on a task column wasn't fully visible.

Fixed the task details chevron (collapsed vs expanded).

Added keyboard shortcuts for marking a conversation as read or unread and for archiving or unarchiving a conversation.

Improved rendering of call transcripts.

Fixed the breadcrumb being cut off when a long view name was being used.

Added a new sort option: Nearest Deadline. Sorts by the nearest deadline across tasks.

Improved UX when going back from a full-page view.

The search in various Project dialogs now searches by address.

Added safeguard against removing the last owner from a client.

Fixed issue where the sort wasn't being applied correctly on Deadline.

Fixed issue with the display of Deadline in task tooltip when hovering over the task column.

Rolled out Twilio-powered call routing to Pro Plan users.

Improved reliability of email dispatch. When emails fail to send, ProVision now retries automatically.

Moved various navigation items into a More → collapsible section. Items include: Notification Settings, Integrations, Workspace Settings, Billing, Upgrade Plan.

Added a New pill on the message compose input when an email has not been dispatched yet.

Moved to a more robust email dispatch system. Bounces now show a tooltip explaining why the message failed to deliver. Replies to emails that once failed to send can now be sent.

Improved the clarity of some tooltip copy by removing unnecessary quotations.

Added support for Video Capture in documents.

Added support of proposal line item columns in project and site views.

The send button tooltip now shows the direction from which your message will be sent.

Fixed issue where a proposal PDF of a proposal that contained an image would not render properly.