Changelog

New

• Snooze a widget notification card — Closing a notification card in the support widget now lets visitors choose to be reminded tomorrow, next week, or never again.

Improved

• Slack settings — The Slack configuration page has a clearer layout with a change history, and Help Desk Settings → Slack has a simpler delay control and trigger panel.

Fixed

• Project step details — Opening a step in the project editor no longer copies the previous step's customer portal settings onto it.
• Company column on Projects — The Projects list now shows each project's company right away instead of briefly reading All Companies.

New

• Help menu — The Help button in the header now opens a menu with chat, Have Feedback?, the docs, what's new, developer docs and the status page in one place.
• Spam tab for forms — Each form's builder has a Spam tab where you can manage its spam keywords and blocked senders in one place.
• Archive and mark deals as spam in bulk — Managers can select deals on the deals list and archive, unarchive, mark as spam or restore them in one go.

Improved

• Catching form bots — Submissions with bot-shaped names now go to the Spam tab instead of triggering automations, and an option can fold repeat submissions from the same person into one.
• Spam keyword warnings — Spam Protection now warns you when your keyword list contains everyday words that could catch real submissions, and stops learning them automatically.
• Form submissions table — The submissions table now lets you choose columns, sort, and select several submissions to mark as spam at once.
• Sign-in keyboard order — On the sign-in page, Tab now goes straight from Email to Password to the Continue button.

New

• Team mode in the project portal — Teammates signed in to the app can open a project's portal and complete or edit its steps without a PIN, with their changes recorded under their name.
• Lead View settings — The lead record now shows one ordered list of fields, and admins can choose the order and which teams see each field under Custom fields → Leads → Lead View.
• Choose the pipeline when converting a lead — Workspaces with more than one pipeline can pick which pipeline a converted lead's deal goes into.

Improved

• Creating a lead — New lead now opens in a side sheet with you preselected as the owner, and asks before throwing away details you've typed.
• Lead filters — The leads Status filter lists your workspace's own lead statuses, and custom fields with options are always available as filters.
• No duplicate deals from automations — When a person already has an open deal in the pipeline, automations now reuse it instead of creating another, and a form submitted twice in a row counts once.
• Locked project steps are labelled — Project portal steps your team has locked now show a Read only or Complete only label.
• Recently completed tasks first — The Completed tab in the header Tasks panel now lists the task you finished most recently at the top.
• Clearer activity cards — Synced emails and help desk conversations on company and person timelines now say where they came from instead of "System".

Fixed

• Deleting lead custom fields — A lead custom field that already holds values can now be deleted.
• Header count badges — Count badges in the header are no longer partly hidden behind the neighbouring icon.
• Meeting-notes sync status — Granola and Fireflies connections clear their error as soon as a sync succeeds, and Granola tells you when your key can't see any notes.
• Billing email — Your Stripe billing contact now uses the workspace owner's email address and follows it when ownership changes.

Improved

• Faster help desk inbox — The help desk now loads only live conversations up front, and the Closed, All, Spam and tag views show 50 at a time with a Load more button.
• Automation notifications — Notifications from your automation rules now pop up and play a sound, like every other notification.
• Lighter on your browser — Editing a deal, replying in the help desk and keeping the app open in several tabs now take far fewer requests.

Fixed

• Workspace logo in the header — Everyone in the workspace now sees its own title and logo in the header, not only people who can manage settings.

Security

• Repeated failed sign-ins — After too many wrong passwords in a short time, sign-in pauses for a few minutes and tells you how long to wait.
• Public appearance settings — The appearance details your public pages load are now limited to what those pages display.

New

• Redesigned sign-in pages — Signing in, signing up, resetting a password and accepting an invite all use a fresh design, and you now stay signed in for 30 days unless you untick the box.

Improved

• Snappier app — The app makes fewer duplicate requests and does less work in tabs you aren't looking at.

Fixed

• Notification pop-ups and sounds — New notifications once again pop up and play a sound while the bell is closed.

• Saved sort on Companies and People — Companies and People now open straight in your saved sort instead of briefly showing the default order.

• Meeting-notes connections — A brief outage at Granola or Fireflies no longer marks your key as invalid, and Fireflies now catches up on meetings earlier syncs missed.

Security

• Locked account messages — The sign-in page only says an account is locked or deleted once the correct password has been entered.

Improved

• Adding a person — Adding a person from the People list or the quick-create menu now opens one side panel with the same fields everywhere, and quick-create takes you straight to the new person.
• Record pages in their section's colour — Company, person, deal and lead pages now sit on their section's colour instead of plain grey.

Fixed

• Extra title bars — Record pages, the dashboard, Reporting, integration pages and a few settings pages no longer show a title bar they weren't meant to have.
• Merging a duplicate person — Choosing Merge on the duplicate warning while adding a person no longer creates the duplicate anyway.

Fixed

• App logos — Apps now show their proper logos wherever they appear, including the Apps drawer in the header and the Integrations page.
• Header while scrolling — When you scroll down a page, the three floating parts of the header are now the same height, so they line up neatly.

Improved

• Help desk page title — The Support Helpdesk title no longer has an icon beside it, so it lines up with every other page.

Fixed

• Importing Excel CSV files — CSV files saved from Excel now import with their dashes, curly quotes and accented letters intact, and the import preview warns you about any row whose file already contains broken characters.

Improved

• Configuring a connected app — In Apps, the gear next to a connected app now opens its settings directly, and clicking the app's name opens its details.

Fixed

• Finances report filters — The search box, status filters and view switch on the Finances report now sit on one line instead of wrapping onto a second.