• NEW FUNCTIONALITY - Added new AI task prompts, including a Draft Reply option.
  • NEW FUNCTIONALITY - Added the ability to bulk edit Deal visibility levels.
  • NEW FUNCTIONALITY - Added an optional description field for line items on Deal, Invoice, and Quote pages.
  • ENHANCEMENT - Significantly improved email formatting, including better integration with AI Assist and email replies.
  • ENHANCEMENT - Improved how sent and received emails display in the system.
  • ENHANCEMENT - Added a final Amount Due row to invoice summaries and renamed “Payments Made” to “Prior Payments” for clarity.
  • ENHANCEMENT - Improved text message navigation by linking users directly to the related conversation.
  • FIX - Fixed an issue where invoices could still show as Draft after a partial payment was applied.
  • FIX - Fixed an issue that prevented Deal emails from being sent to multiple recipients.
  • FIX - Fixed an issue where opening a linked text message could show the wrong part of the conversation.
  • FIX - Fixed an issue with duplicate email and phone number handling in the contact list view.
  • FIX - Fixed an issue where replying to emails with large embedded images could cause an error.
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