Changelog

New

• Video background on the sign-in screen — The sign-in, register, password-reset and invite screens can now use a short looping video as their background instead of a still image, uploaded in the appearance settings.

New

• Delivery time for your notification digest — Profile → Notifications now lets you choose the hour, time zone and — for a weekly digest — the day your batched notifications arrive, instead of everyone sharing one fixed time.
• Hosts when you create a scheduler — The scheduler wizard now asks who hosts the meetings, so a new scheduler always has a host and checks that host's calendar for conflicts before offering a time.
• Assign a ticket as you create it — The ticket wizard has an "Assigned to" field, so you can hand a ticket to someone while writing it rather than opening it again afterwards.

Improved

• Creating a ticket — The wizard remembers the severity, priority and visibility you last used for each ticket type, attachments moved to the first step beside the description, and the buttons stay in view instead of scrolling away on a long form.
• Email addresses in people pickers — Owner, Assigned to and Watchers now show each person's email beside their name and search on it too, so two colleagues with the same first name are no longer indistinguishable.
• Creating a scheduler — The wizard opens in a side panel without navigating away from your list, the host list starts with just you and lets you add colleagues on demand, and you can connect your Google Calendar without losing what you have filled in.
• Getting back from a ticket — The ticket page's title now carries a "Tickets" link back to the list.
• Show in widget on projects — The project editor only offers the "Show in widget" toggle when your support widget has actually been used, so it stops presenting a setting no customer could see the effect of.

Fixed

• Daily notification digest arriving weekly — The daily digest stopped after your first one and only resumed about eight days later; it now arrives daily, at the time you asked for.
• Half-finished tickets appearing in the list — A ticket is no longer created until you press "Create ticket", so a wizard you were still filling in no longer shows up on the tickets list or notifies the team early.
• Company link in the help desk — Opening a customer's company from a conversation now loads that company instead of dropping you on the full companies list.
• Losing a half-filled form — Pressing Escape or clicking outside the ticket and scheduler wizards now asks before discarding what you have entered.

Improved

• Company and person details — Every field in the details panel now shares one look and one way of editing, and an empty field tells you whether to add a value or pick one instead of showing a different placeholder each time.
• Ticket quick view — The quick-view panel is wider, so long titles stop wrapping and a pasted screenshot is readable without opening the ticket, and its details sit in two columns so the description needs less scrolling.
• Project and template task rows — Status, priority, deadline and attachment counts now render as the same style of chip, and a template step that is internal-only is finally marked as one.

Fixed

• Project task rows on two lines — A task marked internal-only no longer pushes the rest of its row onto a second line.

Improved

• Recaps on deal, person and lead pages — These pages no longer spend an AI call the moment you open a record; you generate the recap when you want it, and any recap saved before this update needs generating once more.

Fixed

• AI errors on record pages — A temporary AI outage no longer shows up as an error banner on a deal, person or lead page you only opened to read.

Improved

• Pipelines have their own address — The deals area now lives at /pipelines, and a record's address names the pipeline it belongs to; existing links, bookmarks and saved views pointing at the old addresses keep working.

Fixed

• Blank report pages — The company, feature expert and sales reports no longer go blank the moment their AI summary finishes loading.
• Blank admin and settings pages — Team, user, permission, custom field and integration setup pages no longer blank out on a cold load or while your access is still being checked.

Fixed

• Blank record page on a renamed pipeline — A pipeline that uses its own name for its records — Change Orders, Jobs — now opens those records normally; their pages could come up blank.

Improved

• Pipelines use your own record name — A pipeline that tracks something other than deals now says so everywhere — on the board, the table header, the create button, the record page and the value field — instead of calling every record a "Deal".
• Faster, steadier page loads — Moving between pages no longer flashes the main panel to full height, and every page now skips background work it never used, including pulling your full company list on each load.

Fixed

• Clearing a deal's Value — Emptying a deal's Value now saves; it previously reported success and left the old amount in place.
• Pages that could freeze shortly after opening — The coupons, pipeline, feedback and ticket report pages no longer get caught in a render loop that could lock the page up moments after it loaded.
• Live updates going quiet — Real-time updates no longer stop arriving in one part of a page when another panel listening to the same feed closes.

New

• QR codes for web forms — Every web form now has its own QR code you can preview, download as a PNG or SVG, or hot-link, with an optional override so a scan can open one of your own pages instead of the form, and a tag that makes QR scans show up in the form's traffic sources.
• Customizable person statuses — The statuses on a person are now yours to change — rename, recolour, reorder, add your own and remove ones you don't use — and a person's status is now a coloured chip on their record you can change in one click.
• Deal View — field order and per-field permissions — A new Deal View tab lets you drag the fields on a deal's details panel into the order your team reads them in, and choose which teams can see or edit each one.
• Pipeline column on deal imports — A deal CSV can now carry a Pipeline column, so a single import can file deals into several pipelines instead of needing one run per pipeline.
• Edit a person's role from their card — You can now change someone's role directly from their card on a deal or a company, without opening their record.
• Order the articles inside a knowledge base category — Managing categories now opens a side panel where you can expand a category and drag its articles into the order readers see them in, and nothing changes until you publish.

Improved

• Readable activity history — A record's history now names the field that changed and shows the old and new values the way they read on the record — dates, owners, stages, statuses and amounts instead of raw ids — and edits to a lead are recorded at all, where its timeline used to stay empty.
• The deal import wizard says what is blocking it — The importer now explains why Preview Import is unavailable and what each of your columns matched, instead of leaving the button disabled with nothing on screen saying why.
• Tidier Users page — The Users page no longer shows its title twice, and the invite buttons now sit on the title row.

Fixed

• Clearing a deal's expected close date — Emptying a deal's expected close date now saves; it previously reported success and left the old date in place.
• Phantom close-date entries in a deal's history — A deal's history no longer records an expected close date change on every save when the date did not actually change.

New

• A link to your full changelog — The product update card in the support widget now links to your public changelog, opening it in a new tab — on your own domain if you have one set.

Fixed

• Product updates listed out of order — When several updates were published on the same day, the support widget and the changelog page could list them in different orders; both now show the order they were published in.
• A second update on the same day went unnoticed — The product update card now shows its "New" marker again when another update is published later the same day.