Start a new text or group text right from the Messaging Inbox
My Inbox now has a "+" in the Conversations panel to text a contact, add a new contact, or start a group text, without opening the contact's record first.
Read more →Product Updates & Releases
My Inbox now has a "+" in the Conversations panel to text a contact, add a new contact, or start a group text, without opening the contact's record first.
Read more →The sidebar is regrouped into clearer sections, with a "Jump to…" search, collapsible groups, and pins you can reorder — under a new dark header.
Read more →Opening a note from a notification in the mobile app now shows the note, and saving an edit without changes works.
Read more →Phone settings show consistent usage and check available slots before purchasing.
Read more →The Android app's incoming call ringtone was very quiet, even with the ringer volume at maximum. It now rings through the speaker and follows your ringer volume.
Read more →A milestone's Task action can now be assigned to a contract role, so each task lands on whoever holds that role on the contract.
Read more →When the app is in the background or closed, the Android incoming call notification now shows the contact's name and phone number instead of a bare number.
Read more →Automation conditions using "Was Less Than" or "Was More Than" with a number and a unit (days, weeks, months, years) now evaluate correctly instead of always reading Not met.
Read more →A tag added in Lofty, Follow Up Boss or another connected CRM after your first import now starts Tag Added automations, just like a tag added in Sure Send.
Read more →Contacts, companies and contracts in the mobile app now have a Change Log tab.
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