Multiple Attachments on Individual Emails, User Interface Enhancements and More…

Multiple Attachments on Individual Emails
When you're sending an email directly from a contact record, you can now attach up to 3 files. This enhancement simplifies your process for those quick sends. For situations requiring unlimited attachments, remember that our robust email templates remain available for your convenience.

Advanced Search Fields Search
We've added a new field search capability that lets you easily choose the exact field you want to filter by. Simply type in the field search to quickly locate your desired field. Navigate with arrows, select with Enter, and use Esc to clear or exit. Get to the data you need, faster!

Appointment Contact Search
We've improved how you add contacts to appointments! To make it quicker and more efficient, particularly for users managing a large number of contacts, the contact selection is now a search field instead of a traditional dropdown list. Simply start typing to find and select the contact you need.

Adding To-Do User Interface
We've given your To-Dos a fresh new look! The interface now matches our updated style, and you'll find it even easier to categorize your tasks with a convenient drop down menu for To-Do Categories.

Adding and Editing Notes User Interface
Adding and editing notes is now smoother and more consistent! You'll see a new, streamlined popup modal for all note actions, matching the fresh look of our updated interface.