Product Updates & Releases
A PDF or other file attached to an email a contact sent you was silently dropped during sync — only embedded images were kept. Regular attachments on newly synced emails are now stored and show up on the email.
Read more →Team admins can now create relationship types beyond the eight built-in ones — a "Referral Agent" or a "Property Manager" — and retire them later without disturbing the contacts already linked by them.
Read more →On Android the phone would never sleep or lock while the Sure Send app was open. It now behaves normally, staying awake only during a call.
Read more →Enterprise teams can install private collections into branches, choose a default for new branches, and customize the collections installed during branch setup.
Read more →Automation and lead-flow conditions using "Was Less Than" or "Was More Than" on a date field now evaluate correctly, instead of silently stopping the automation.
Read more →Number, date, and multi-select conditions in Lead Flow and Automation now compare by actual value instead of as text, fixing rules that misrouted leads.
Read more →Settings > Lead Flow now lists only the lead sources the system creates itself, so pre-creating a source can no longer leave behind an empty duplicate.
Read more →The four text composers — person Texts tab and Inbox, on web and mobile — now share the same powers, including scheduling messages from any of them.
Read more →The "Note Preview" section of an @mention email was showing the note's underlying HTML code rather than what the note actually says. It now shows the readable text, with mentions appearing as the person's name.
Read more →Events now include a normalized canonicalEventType field and a matching filter, so integrations no longer have to guess between "Viewed Property", "page_view", and "property_save" formats.
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