Back to Updates
229

CRM Transcription Tabs Now Show Correct Entity-Scoped Recordings

January 5, 2026

FixMeeting Notes

We've fixed an issue where CRM transcription tabs showed unrelated recordings from other entities.

We've fixed an issue where CRM transcription tabs showed unrelated recordings from other entities.

Where to find it

CRM → Entity → Transcriptions

Join Advisors saving up to
10+ hours every week.every week.

We know what your time is worth. We're here to help you maximize it by simplifying your workflows.

Schedule Your Preview
HomeFAQPricingContactBook a DemoChangelogSupportTerms of ServicePrivacy Policy

© 2026 Advisor Terminal, Inc. All rights reserved.