Tasks now auto-select the client you're already viewing, saving you a step.

We've fixed broken scrolling and restore dialogs on the archive page.

We've improved CRM document lists, added click-to-copy, and redesigned the vault toggle.

Fixed checklist action labeling and activity feed icon transparency

We've fixed the text formatting menu so it stays within the editor area.

We've improved the Portfolio Shift experience with clearer lock state visuals, better toast notifica

We've fixed dialog and modal layouts that were displaying incorrectly.

Documents now only appear when you have access to their associated entities.

We've fixed dates showing one day behind in meeting notes and birthday displays.

We've fixed issues with saving list content in comments and improved document access controls.