Changelog

Stay up to date with the latest changes in our product.

Version 2.1.0

June 11, 2026

Closed Deals Flow - Completed and lost deal flows with dedicated closed-deal fields, plus a new Closed filter to view closed deals separately
Owner-Only Deal Assignment - Deal assignment is now restricted to owners, with an agent filter dropdown on team boards for owners and admins
Remove Deal Collaborators - Remove collaborators directly from the deal modal and the add-collaborator dialog
Creator Can Archive Own Deal - The agent who created a deal can now archive it themselves
Team-Wide Custom Data - Custom data fields are now shared across the whole team (owner-owned); only an Owner or Team Lead can delete them
Collaborator Access Levels - READ collaborators are strictly view-only; edits are blocked with a clear permission message
Leadership Visibility - Owners and admins now see full contact names and details across the table and smart lists
Read-Only Archive - Archived contacts and deals are now fully read-only
Billing Subscription Management - Cancel at period end, reactivate, and change plan with confirmation and success states; fixed seat upgrades and cancel handling
Board-Scoped Deal Counts - Pipeline tab counts and header totals now filter by the selected board and exclude archived pipelines and stages
Kanban Move Permissions - Assigned agents can now move kanban cards, with the activity-log error on move fixed
Smart List Access Scoping - Smart lists now scope contacts by access level, not just your own assignments
Dashboard Member Filter - The dashboard now uses the same agent filter dropdown as the deals page
Owner Workspace Badge - The team list in the navbar now shows your owner workspace with a badge
Onboarding Tour Fixes - Repaired the Add Contact step so it's reliably clickable, and re-onboarded accounts stuck before the contacts tutorial
Calendar Block Redesign - Updated calendar block UI with the Align color scheme and a done state; today's appointment dot now shows in year view
Appointment Defaults - Contact and deal appointments now default to today (past hours disabled) instead of tomorrow
Chat-Style Notes Editors - Contact and deal notes editors are now fixed to the bottom with a chat-style layout and empty state
Contact Details Polish - Slimmed down the tab bar to match the V2 design and added info tooltips to the sidebar funnel stage headers
Contacts Table Loading - Added skeleton rows and fetch dimming while the contacts table loads
Scrollable Member Lists - Assign Agent and Collaborators popovers now scroll and accept typing inside dialogs
Duplicate Contact Dedup - Email-scraped contacts are de-duplicated via case-insensitive email matching; portal enquiries no longer get placeholder emails
Facebook Leads - Always fetch live forms so new forms are detected, and surface expired-token errors in the settings UI
Settings Polish - Notification toggles use the primary color, My Teams matches V2 design, Pending Invitations stays selected after inviting, and settings default to the Boards tab while loading
Permission Denials - Permission denials now return a clear 403 message instead of a server error

Version 2.0.4

May 26, 2026

Collaborators Column - New column in contacts table showing collaborator names and access levels on hover
Claim Column - Agents can claim unassigned (pond) contacts directly from the table via a Claim button
Sidebar Section Headers - Smart lists and stages filters in the sidebar now have clear section headers
No Stage Icon Update - Updated icon from prohibited sign to radio button for a less negative visual cue
Collaborator Hover Card - Shows details on hover instead of click, with current user prioritized first
Pond View Fix - Fixed contact status dropdowns infinitely re-fetching status data
Claim Refresh Fix - Claiming a contact now immediately refreshes the unassigned contacts list
Contact Details Separators - Added separator lines between dropdown menu items in the header
Status Popover Spacing - Reduced excessive padding for a cleaner, properly fitted popover
Collapsible Smart List Sections - Collections and Smart Lists sections in the manage modal are now collapsible, with auto-expand during drag-and-drop

Version 2.0.3

May 25, 2026

Team-Wide Duplicate Detection - When adding a contact, warns if the phone or email already exists under another agent in the team
Lead Flow Auto-Assign for Integrations - Auto-assignment now applies to integration-sourced contacts (Facebook leads, Gmail, property enquiries)
Dashboard Date Presets - Updated to Yesterday / Last 7 / 30 / 90 Days for more useful ranges
Dashboard Greeting Timezone - Now uses PH timezone (Asia/Manila) for correct time-of-day greeting
Dashboard Stats Refresh - Stats automatically refresh when a new contact is created
Dashboard Collection Drop Zone - Improved drop zone behavior for collections
Contact Status Popover - Reduced excessive padding and spacing for a cleaner, properly fitted popover
Archived Deal Count Fix - Pipeline deal counts now correctly respect the archived toggle state
Deal Count Cache - Archive/unarchive operations now immediately update pipeline tab counts
Editor Placeholder Alignment - Placeholder text properly aligned with cursor position
Editor Text Size - Increased typed text size in quick note and mass note modals for better readability
Settings Sidebar Header - Now stays fixed at top while tabs scroll
Custom Fields Deals Icon - Now uses the correct icon matching the navbar
Settings Rename - 'How Team Works' corrected to 'How a Team Works'
Avatar Instant Update - Team avatar updates immediately after upload in settings and navbar
Billing Tab Crash Fix - Prevented page crash when billing data is unavailable
Quick Guide Fix - Resolved last step going out-of-frame on smaller screens
Onboarding Tour Fix - Fixed step 6 content clipping on certain viewport sizes
Quick Guide Newlines - Fixed newline rendering in quick guide content
Appointment Label Fix - Added missing question mark to 'When will this happen?' labels
Other Details Collapse - Section now collapses when empty, opens when populated
Ownership Transfer Confirmation - Added confirmation dialog when transferring team ownership

Version 2.0.2

May 18, 2026

Dashboard Independent Scrolling - Recent Activity table and Calendar sidebar now scroll independently, keeping headers and stats pinned
Sortable Dashboard Columns - Last Activity, Last Communication, and Stage columns are now sortable in the Recent Activity table
No Stage Status - Contacts without a stage are now labeled 'No Stage'; deleting a stage moves its contacts to 'No Stage' automatically
Scoped Duplicate Email Check - Duplicate email warnings now only check against your own contacts, not the entire team
Contact Popover Fix - Contact name popover inside deal details modal is now clickable
Close Deal Optimization - Closing a deal without changing pipeline/stage no longer triggers an unnecessary move
Collaborator List Fix - Deal's assigned agent is excluded from the collaborator selection list
File Upload Auto-Expand - Uploading files to a contact with no existing files now auto-expands the Files section
UI Polish - Fixed notification badge overflow at 99+, contact count badge overflow, and permission overrides modal scrolling
Tablet Detection - Tablets are no longer incorrectly redirected to the mobile contacts page

Version 2.0.0

May 12, 2026

Team Management (BETA) - Create and manage multiple teams with role-based access control, invitations, and team-level statuses
New Home Page - Dashboard with stats, lead source charts, revenue tracking, built-in calendar with day/week/month/year views, and tasks overview
Updated Design - Refreshed UI across every section of the app with a cleaner, modern look
Onboarding Tutorial - Interactive step-by-step tour for new users with a dedicated 'How Team Works' guide
Deal Closing - Mark deals as Won or Lost with congratulations screen, lost deal reasons, optional deal transfer, and reopen capability
Smart List Collections - Save and organize filtered contact views with drag-and-drop collections
Advanced Contact Filters - Filter by stage, source, tags, budget, dates, custom fields, and more with filter persistence
Activity Logs - Complete activity timelines on contacts and deals, plus a recent activity feed on the dashboard
Renamed Terms - 'Offers' are now 'Deals', organized into Boards with Pipelines and Stages
Collaboration - Collaborator avatars on contacts and role-aware stage counters

Version 1.8.0

January 18, 2026

Push Notifications - Real-time browser notifications for new leads and follow-up reminders powered by Firebase Cloud Messaging
Contact Notes Email Sending - Send emails directly from contact notes with template support and variable substitution
Email Templates Management - Create, edit, and delete reusable email templates with personalization variables
Smart List Default Sorting - Smart Lists now default to 'Date Created' sorting for more intuitive organization
Automated Email Notifications - Follow-up reminders and new Facebook leads now trigger automatic email notifications
Enhanced Notification System - Comprehensive notification tracking with push delivery timestamps

Version 1.7.11

January 4, 2026

Fixed relative date filters in Smart Lists - Date range filters (Last Note Added, Created) now calculate relative to current time instead of when the filter was set
Dynamic time-based filtering - 'Less than 2 hours' now always means 2 hours from now, not from when the Smart List was created

Version 1.7.4

December 19, 2025

Fixed mobile profile logout - Resolved issue where logout button in mobile profile sheet was not working
Fixed date filter badges on mobile - Filter badges now correctly display when editing smart lists
Fixed unit display in date filters - Time units (hours, days, weeks, months) now properly show in filter summaries
Renamed 'Last Activity' to 'Last Note Added' - Updated smart list filter label for better clarity

Version 1.7.3

December 19, 2025

Fixed Facebook OAuth failures on .ph domain - Resolved critical authentication issue where Facebook login failed for users on the .ph domain
Completed cross-domain OAuth implementation - Both Google and Facebook OAuth now work seamlessly across all domains
Enhanced Facebook auth flow consistency - Eliminated hardcoded callback URLs causing cross-domain failures

Version 1.7.2

December 18, 2025

Fixed Google and Facebook OAuth failures across domains - Resolved critical authentication issues across .ph and .com domains
Eliminated 'This page isn't working' errors - Users now receive clear, actionable error messages
Implemented domain-aware OAuth flows - Authentication maintains consistency within the same domain

Version 1.7.1

December 15, 2025

Fixed Google sign-in failures for existing users - Resolved issue preventing existing email users from logging in with Google
Improved OAuth error handling - Users now see clear, helpful error messages instead of broken pages
Enhanced OAuth account linking - Existing users can successfully link Google accounts without conflicts

Version 1.7.0

December 9, 2025

Smart Search Experience - Revamped search history with intelligent query persistence and auto-save across contacts, offers, and files
One-Click Search Navigation - Tap a recent search to jump back to the matching contact, offer, or file
Enhanced Enquiry Tooltips - New tooltip design that surfaces the latest enquiry notes at a glance
Streamlined Columns - New Tags display with overflow indicators
Quick Stage Management - New 'Manage Stages' button for faster access to stage configuration
Smart Lists Renaming - Better organization with custom naming support
Redesigned Contact Info Tab - Tooltips on every section header with smarter section hierarchy
Associated Properties - Clearer terminology replacing 'Linked Properties'
New Tasks Section - Dedicated tasks area with batch-add capability
Context-Aware Activity Labels - 'Activity' for contacts, 'Enquiry Notes' for enquiries, 'Offer Notes' for offers
Enquiry Notes Persistence - Notes persist when converting to offers with clear visual dividers
@Mention Support - Added to editors for better collaboration in offers
New Stages Configuration - Admin Settings for greater control over stages
Automated Task Notifications - Real-time updates on Contact Tasks

Version 1.6.0

December 7, 2025

Contact-to-Offer File Management - Files uploaded to a contact can now be used across all linked offers
Global Search History - Your recent searches are now saved and shown in the search bar
Enquiry Notes Auto-Transfer - Converting enquiries to offers now automatically carries over all notes
Smart List Improvements - See how many new contacts were added since your last visit
Contact Details Redesign - Cleaner and more intuitive layout for contact info modal
Enhanced Budget Filtering - More accurate Budget Range Smart List filter with stricter logic
Improved Follow-up Reminders - Get notifications when follow-up dates arrive with automatic field clearing
Better Enquiry Navigation - Click enquiries from contacts table to open directly in Enquiries tab
Mobile Budget Selector Fix - Improved scrolling behavior with proper scrollbar
Offer Pipelines & Stages - Edits now update instantly and archived deals can be deleted