Track COIs, wholesalers, and internal contacts with the new Contact List module.

Failed actions now show Retry buttons, and error notifications stay visible until dismissed.

Pasting 1-800 numbers no longer mangles digits, and the leading 1 stays visible in lists.

Transcripts you linked to a household now show up when adding context to a meeting note.

Edit a task title and close the modal; your change now saves automatically, like the description.

Attachments on a blank meeting note now flow into the first generation, not just retries.

Selected people from linked entities now appear as options in recording speaker dropdowns.

The Edit Document dialog now pre-selects associated people again and no longer drops them on save.

Sign-in no longer briefly flashes the onboarding page on its way to your dashboard.

No more silent client merges across forms, and hidden save errors now surface in the footer.