Changelog

Improved

• People in search — A person in the search window now shows their picture, or their initials when they have none, instead of the same icon for everyone.

Fixed

• Wide logos on the project portal — The project portal's access code card now shows a wide logo whole instead of cropping it to a square, and uses the logo chosen in your Public Portal settings.
• Dark logos in the dark theme — On portal sign-in cards, a dark logo with a transparent background now sits on a white plate in the dark theme so it stays readable, unless you have uploaded a dark-mode logo.

Improved

• Adding to a custom fields list — In Settings, Custom fields, each list's New button now opens a small window to name the item, and a status colour can be any colour you pick.

Fixed

• A person's picture — A person now shows the same picture everywhere: their own photo, else their staff photo, else their company's logo, so teammates no longer appear with a company logo in the People list and conversation rows show a picture instead of initials.

Security

• Teammates on a project portal — A teammate who opens a project portal with its PIN and their team email is now sent a code by email and enters it before the portal opens, so their comments and changes are recorded as staff.
• Photos in the help desk — A visitor whose email belongs to an account in another workspace no longer shows that account's photo.

New

• Tickets from a conversation — You can now create a ticket from a help desk conversation's menu or from Sherlock's findings, and the conversation shows a staff-only line whenever a ticket is created from it, linked or unlinked.
• Resolve and Reopen on a ticket — A ticket now has a Resolve button that moves it to its type's resolved status, and a Reopen button to bring it back.

Improved

• The ticket page — The ticket page has a new layout where every change saves as you make it, so there is no Save button; you rename a ticket by editing its title and add updates from the composer.
• The object model page — The object model has a new look with a Map and a List view, and a type and its fields are now edited in a panel beside the map, saving as you go.
• The conversation behind a portal ticket — Customers now see the conversation number on a support portal ticket that was created from a conversation.

Fixed

• Scrolling long lists — On the Pipelines list view, Leads, Knowledge and Feedback the page title and column headings now stay in place while the rows scroll, with paging always visible at the bottom.

New

• Your own close message — In Help Desk Settings you can now write what a customer is told when a conversation closes, separately for the widget, email and Slack; until you do, the wording stays as it is today.

Fixed

• Slack channel pickers — Every Slack channel picker now lists all of your channels, sorted by name, so channels that were missing in large workspaces can be chosen.
• Archived projects — Archiving or restoring a project now shows in its Activity, and on a company page archived projects are marked Archived and listed below the live ones.

New

• OpenAI as an AI provider — You can now connect your own OpenAI key in Integrations and choose whether your internal AI features, your customer-facing ones, or both run on it; anything you leave alone keeps running on Claude.
• Changing a step's status in the project editor — Staff can now set a step's status from the project editor, and moving a step to Completed completes it under their name.

Improved

• Project and template editors — The project and template editors are rebuilt and save every change as you make it, so an edit reaches the customer portal straight away and there is no Save button.
• Project activity — A project's History button is replaced by an Activity section in the editor.
• Email threads on a record — An open email thread now lists the newest message first, with the reply box at the top.
• Customer emails tab for projects — The switch that emails customers about project activity now has its own Customer emails tab in the project settings.

Fixed

• Conversations opened from a link — Following a link to a conversation now highlights it in the help desk list, and a closed, snoozed or spam conversation opens on its own view.

New

• Emailing customers about project activity — A new switch in Settings → Projects sends your customers a batched email when something happens on their project; it is off until you turn it on.
• Mentioning any company contact on a project — The @-mention picker in project comments now lists every contact at the project's company, and a mention can ping that person in the company's Slack channel.
• Sign-in link on the project access-code screen — A customer without their project code can now ask for a sign-in link by email from the code screen.
• Formatted company notes and description — A company's Notes and Description now open in an editor with formatting, and are stored with that formatting once saved.

Improved

• Renaming a deal — Clicking a deal's name now opens a rename dialog, and only Save or Enter changes the name — clicking away no longer does.
• Company website, LinkedIn and location links — A company's website, LinkedIn and location now open in a new tab.
• Answers sent from a Sherlock note — A reply sent from a Sherlock note now opens with a bold "Sherlock's Findings" title, which your customer sees too.

Fixed

• Light logos on portal sign-in cards — A light logo on a transparent background now sits on a brand-coloured plate on your public portal's sign-in cards instead of disappearing into them.
• Cropped text in dropdowns on the company page — Selected values in the company page's dropdown fields are no longer cut off.

New

• Courses in your public portal — A Courses link now appears in your public portal's header, drawer and phone dock whenever you have a published course that is open to everyone.
• Draft exam questions from a lesson — The course editor can now draft a lesson's exam questions for you, using your connected Claude account.
• Usage counts on custom fields — Each custom field now shows how many records hold a value for it, so you can see what is actually in use before changing or removing one.
• Renaming invite codes — A learner invite code can now be renamed, which stops anyone holding the old text from using it.

Improved

• Learner portal look — Your learner portal now wears the same brand colour, fonts, logo and light or dark mode as the rest of your public portal, and its header shows your portal's title.
• Custom fields settings — Settings → Custom fields is rebuilt around a sticky section list with the field editor opening in place, and every change saves itself — there are no Save buttons left on the page.
• Pipeline settings — Settings → Pipelines is rebuilt the same way: stages are edited in place, the deal card layout is reordered by dragging, and changes save as you make them.
• Moving deals off a deleted stage — Deleting a pipeline stage that still has deals now asks where to move them without leaving the page, and creating a pipeline drops you straight onto its stages.
• Course editor — A course's modules and lessons are now edited in place in one Curriculum view, with every change saving itself and going live on a published course.
• Learner portal settings — The learner portal's settings page is rebuilt into sections with autosave, audiences are edited in place, and the embed code's Head and Body HTML go live as soon as you click away from the box.
• Settings activity log — Repeated edits by one person to the same thing now fold into a single row instead of one per save, and audience changes are logged where they previously were not.

Fixed

• Styling bleeding out of settings pages — The Saved pill, the Help button, empty rich-text editors and the help desk visitor panel no longer change appearance after an integration settings page has been opened in the same tab.

Security

• Learning admin pages need Settings access — Every Learning admin page and action — courses, invite codes, learner approvals, portal settings and the AI writing helper — now requires Settings access; reports and the Learning panels on people and companies are unchanged.

New

• Next step on recaps — A deal, person or lead recap now ends with a suggested next step that you can turn into a task or a drafted reply, and it appears the next time a recap is regenerated.

Improved

• Deal, person and lead pages — These pages now share the company page's layout, with the common actions in the header, a details card that tucks empty fields away, a day-by-day activity feed, and a Related panel that docks beside the page on wide screens.
• Tasks and notes on a record — Deals, people and leads now have a quick-add row for tasks, with an undo when you complete one, and a quick note box above the feed.
• Status and stage in the header — A lead or person's status and a deal's stage are now menus in the page header, with Convert to deal on a lead and a pipeline switch on a deal beside them.
• Deal value and Archive — A deal's value is now edited in its details card instead of the header, and Archive has moved into the … menu.

Fixed

• Custom fields on people and deals — Date, multi-select, number and multi-line custom fields now edit with the right control instead of a plain text box, and a deal's multi-select no longer shows twice.
• Attachments and search on updates — Deal and person updates now show their attachment chips, and clicking a search result scrolls to the right card on deals, leads and people.

New

• Dark mode logo — You can now upload a second, dark mode logo in Settings under General, which the app header and menu show in dark mode, and which portals without a logo of their own use too.
• Next step on company recaps — A company's recap now ends with a suggested next step that you can turn into a task or a drafted reply.

Improved

• Company page — The company page has a new layout, with the common actions in the header, a details card that tucks empty fields away, a day-by-day activity feed, and a Related panel that docks beside the page on wide screens.
• Tasks on a company — Tasks now sit at the top of a company grouped by overdue, today and later, with a quick-add row and an undo when you complete one.

Fixed

• Company Right Rail settings — Dropbox and DocuSign now appear in the Company Right Rail settings, so you can reorder or hide them like the other sections.