[Added]
- CRM: Dedicated fields for Leads, Clients, and Companies (lead type, preferred contact method, and more), with searchable pickers instead of plain dropdowns.
- CRM: Filtering by tag, country, company, and deal value on the Leads list.
- CRM: Notes on leads/clients now use the same rich-text editor as the rest of the app.
- CRM: Tag, status, and source dropdowns now search and load more results as you scroll instead of listing everything at once.
- CRM: Lead and Client CSV imports now match existing records by name or email and keep custom field values.
- Projects: Reworked task detail view, project header, and board to a new design.
- Projects: Combined the List and Kanban views into a single Task tab you can switch between.
- Projects: Drag-and-drop reordering across every grouping, including moving several tasks at once.
- Projects: Task boards now update live for everyone viewing them — new tasks, status, and priority changes appear instantly.
- Projects: Bulk task updates and multi-select filtering.
- Projects: Clearer role-based permissions for who can assign, edit, or delete a task.
- Projects: Approval-queue items now link straight to their task or project.
- Time Tracking: Time tracking with a billable-hours ledger that flows into invoices.
- Time Tracking: Team Timesheet view, with the ability to open a single day's entries from "My Week."
- Time Tracking: Timesheets can now be grouped by project.
- Time Tracking: Projects can now have budgets and per-task time limits.
- Time Tracking: Approved billable hours can now be written off.
- Invoicing: Document-level tax selector that applies to every line item at once, plus a new Taxes management page.
- Invoicing: Invoice notes and payment terms can now be stored and shown separately.are notified before a payment failure affects a customer.
- Support: Quick "Send" and "Close/Waiting" actions on tickets with a short undo window.
- Emails: Added missing setup steps to the Gmail connection guide.
- Integrations: Self-service way to connect the platform to external AI/automation tools, with setup instructions tailored to each client type.
- Integrations: QuickBooks import for customers and invoices, with a review step for conflicts and alerts on failures.
- Branding: Workspaces can now pick their own brand color.
- Settings: Settings pages can now be deep-linked, so a shared link opens directly to the right tab.
- Mobile: Redesigned mobile top bar and sidebar menu.
- Workspace: Switcher now shows how many workspaces are left on the plan, and falls back to an initial-letter icon when there's no logo.
[Fixed]
- CRM: Fixed a security issue where a crafted CSV import could inject malicious scripts.
- CRM: Fixed a CSV import encoding bug so files with special characters upload and display correctly.
- CRM: Fixed several lead custom-field bugs around field ordering and phone/description validation.
- CRM: Fixed a crash when attaching a file to an existing lead/client note.
- Projects: Fixed task comment attachments, mobile task-detail layout, stale data appearing in the edit panel, and a misaligned comment menu.
- Time Tracking: Fixed an unrelated timer conflict incorrectly kicking the user back to the dashboard.
- Invoicing: Invoices now fall back to the workspace icon when no company logo is set, and template previews are no longer stale.
- Documents: Large round of fixes to the document/proposal editor covering table editing, block selection, drag handles, duplicate/move actions inside multi-column layouts, image/video uploads, and the publicly shared document view.
- Documents: Non-signable documents now open straight into the editor instead of a stats page.
- Documents: Fixed a gap where edits could be lost if you navigated away right after editing, before autosave ran.
- Emails: Cc/Bcc recipients are now correctly saved, displayed, and pre-filled when replying to or resending an email — previously they were silently dropped.
- Emails: The inbox now scrolls independently instead of scrolling the whole page.
- Emails: Long email subjects now collapse with a "view full" option.
- Support: Fixed dark-mode readability issues on ticket notes and the instant-reply popup.
- Support: Ticket reply times and timestamps now display correctly regardless of the viewer's timezone.
- Security: Logging out is now more reliable — session cookies are properly cleared and pending requests are cancelled.
- Security: Fixed a gap where some settings pages weren't properly restricted by plan.
- Security: Public share links no longer accidentally log out a visitor who was already signed in.
- Reliability: Deploys are more robust — release-time uploads now retry automatically and no longer block a release.
- Reliability: Fixed a bug where one browser tab losing its live connection could disconnect every other open tab.
- Reliability: Fixed several crash-on-load bugs (dashboard, email view, task editor) surfaced through error monitoring.
[Improved]
- Projects: Centralized task permission checks for more consistent behavior across the module.
- Invoicing: Line items can now be edited inline instead of in a separate panel.
- Performance: Dashboard widgets now load lazily and are cached, making the dashboard open faster.
- Polish: Cleaned up error messages shown to users so they read clearly instead of showing raw technical text.