Changelog

Fixed

• Showing pairs you skipped when scanning conversations — “Show previously ignored pairs” was counting the pairs the current scan had just found, so it appeared on a first scan and revealed nothing when clicked; it now only offers pairs you skipped on an earlier scan.

New

• Files on updates — You can now attach files when you write or edit an update on a person, deal or company, and anything you attach also appears in that record’s Documents list.

Improved

• Scanning conversations for Q&A pairs — The scan now opens in a side panel instead of a centred pop-up, so the list of suggested pairs gets the full height of the screen to scroll in.

Improved

• One update form everywhere — Writing and editing an update now offer the same fields on people, deals, companies and leads, in a wider panel with more room for your notes.
• Update dates you can correct — Updates on a lead now have a date and time you can set when you write one and change later if it was wrong.

Fixed

• Editing an update ran off the screen — Editing an update on a deal opens in a side panel that scrolls, instead of a box that grew taller than the window and hid its own Save button.
• Missing people on new deal updates — Anyone you added under “Who” when writing a new update on a deal is now saved with it, rather than being dropped.
• Next steps losing their tick — Renaming a next step while editing an update no longer marks it as not done again.

New

• Apps from outside developers — The integrations directory can now list apps built by developers outside ElloCharlie: they write a listing, submit it, and it only appears once our team has reviewed and approved it, so expect more integrations to show up over time.

Fixed

• Dashboard focus list links — Clicking an item in My Focus now opens the right place — an email notification takes you straight to that email thread on the contact instead of just their record, and a mention in a knowledge base article opens the article instead of dropping you on the dashboard.
• Notifications about deleted contacts — Deleting a contact now stops incoming email from being filed against them, so your focus list no longer shows notifications that lead to a "Person not found" page.
• Opening focus and task items in a new tab — Cmd-click, Ctrl-click or middle-click on a row in Tasks or My Focus now opens it in a new tab like every other list in the app.

New

• Your own Granola or Fireflies account — Everyone on your team can now connect their own Granola or Fireflies account, so each person's meeting notes import onto the matching contacts and deals — previously only one account could be connected for the whole company, and connecting yours meant disconnecting a colleague's.

Improved

• Shared integrations are now admin-only — Connecting or disconnecting a company-wide tool like Slack, QuickBooks or Stripe now needs the Manage settings permission, so one person can no longer remove an integration the whole team depends on — connecting your own personal account, like Granola, still needs no special permission.

Fixed

• Granola meetings that stopped importing — Meeting notes could stop importing after the first sync, with every later sync reporting zero meetings; syncing now picks up everything it should, including meetings whose notes were still being written the last time we checked.
• The same meeting appearing twice — When two colleagues both record the same call, it now appears once on the deal instead of once for each of them.

New

• Full screen in the support chat widget — Your customers can now open the support chat full screen from a button in its header, which makes long replies far easier to read — the text stays in a comfortable reading column instead of stretching across the whole window.

Improved

• More room to read in the chat widgets — The "Ask a question" box now starts as a single line and opens up as someone writes, so the conversation gets the space that an empty text box used to take.

Fixed

• Chat widget header and full-screen layout — The conversations button at the top of the support chat no longer wraps onto two lines, and in full screen the quick questions now line up with everything else instead of sitting against the left edge.

New

• Image settings in the knowledge base editor — Click an image in an article and the right-hand panel now opens its settings, where you can write alt text, add a caption that appears under the image, set how wide it is and line it up left, centre or right — and all of it now shows on the published page, which the width and alignment previously did not.
• Alt text guidance — While you write alt text the editor points out the things that make an image unreadable to someone using a screen reader — a blank description, one that is really a filename like IMG_4821.jpg, or one that runs too long — and there is a Decorative switch for images that are purely visual and should simply be skipped.