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★ Companies Module – Major Release

We’ve introduced several new functionalities to the company’s features, enhancing its usability and flexibility. These updates are designed to give you greater control over managing company records, improve data accessibility, and streamline workflows. This...

Preview and CC now enabled in emails of Documents & Contracts

What’s New Email Template Preview: Easily preview and customize your email templates before sending. CC on Document Emails Add CC recipients when completing and sending documents for better collaboration. Global CC settings will apply to: Templates Individual...

Enhanced Contacts Import Experience

Release Highlights Faster and More Efficient Imports: Experience smoother performance and reduced processing times. Improved User Experience: Enhanced import stats with categorized success, error, and warning counts. Clearer error and warning messages for better...

Calendar: Add Notes Per Appointment

What’s New? We’ve introduced a new feature that allows users to add and track notes for individual appointments. These notes can be viewed, edited, and deleted in the Appointment Modal and appear in the Notes section under the Contacts & Conversations tab....