Welcome back

A new Health view for managing customers linked to Health-category products. Includes dedicated routes, bulk add/remove, and tag-based filtering.

The customer import wizard now checks for duplicates against existing database records with pagination and date range options.

Customer search and detail views now support cross-branch lookups with restricted data masking.

Dashboard sections now support per-row column counts. Add rows, add/remove columns per row, and drag widgets between cells with a visual grid editor.

Navigating to a customer from the customers list now auto-detects their company and shows the full 4-panel layout with company context.

Permanent deletion of inactive company contacts is now restricted to users with the company.manage permission.

A new feature flag system with global definitions and per-branch overrides. Admins can create, toggle, and bulk-manage flags from the admin panel.

Users with multiple active profiles can now switch branches directly from the sidebar without logging out.

Deal form now includes additional management fields for more detailed deal tracking.

Product cards in the customer Related panel now show custom field data from the most recent won deal via a new configurable view slot.

Product cards in the Related panel now link directly to the product history page with that product pre-selected.

Product history tabs are now sorted by most recent activity instead of alphabetically.

Switch between open and closed deals with a segmented control. Closed view shows Actual Close Date and Closed By columns instead of Expected Close.

Filter deals by date range (Month to Date, Quarter to Date, Year to Date) based on last updated date.

Upload multiple documents at once with drag-and-drop or file picker. Each file gets an editable label, and uploads run sequentially with a progress indicator.

Mark won/lost dialogs now let you override the actual close date instead of always using today.

Customer search now handles multi-word queries correctly, matching across name fields.

Bulk customer reassignment now sends a single consolidated notification instead of one per customer.

Task navigation now correctly fetches only incomplete tasks assigned to the current user.

Upload and manage documents for customers with drag-and-drop, favorites, and two-tier delete. Supports PDF, images, Word, Excel, and CSV files up to 25MB.

Dashboard now renders in single-column layout on mobile with reduced spacing, hidden descriptions, and tighter widget padding for a better small-screen experience.

Refactored toolbar into dedicated Activity and Notifications sheets. Fixed Ctrl+K shortcut being hijacked by the browser's address bar.

Deal won toast now matches the notification format with emoji, deal title, value, and customer name.

Colored views in leads view bar now show a ring indicator when selected.

Navigate through incomplete tasks with Skip/Restart buttons. Auto-advance after completing or cancelling tasks, with a celebratory message when all tasks are done.

Get notified when deals are marked as won to celebrate team wins.

Filter users by branch with smart defaults to your current branch for easier team management.

Get notified when customers, deals, companies, tasks, or views are assigned to you. Includes unread badges, mark as read, and a 7-day notification window.

Personalize your workspace with custom colors on views using the new palette picker.

Companies now track when they were last viewed and contacted for better follow-up.

Search results are now sorted by recent activity with badges for quick context.

Email and phone inputs are now available directly in the minimal customer form view.

Fixed a crash when searching leads by email through the relation query.

Company contacts are now correctly transferred during customer merge.

Admins can now impersonate users to troubleshoot issues from their perspective.

A new history sheet shows your daily activity grouped by time for easy review.

Click into executive summary metrics to see detailed breakdowns and manage targets.

Set and track individual monthly targets with a new calendar view.