What was happening

In several places after the recent restructure, people information didn’t reliably connect to the right client record. You could see missing names on task/document/recording cards, and some actions failed or partially completed.

In the most severe case, creating certain documents (Meeting Notes, Wealth Path docs, Snapshots, and Portfolio Shifts) could fail with an error and the document wouldn’t be created.

What we fixed

• People names and participant details display correctly again across tasks, documents, and recordings.
• Document creation works reliably again for:
  • Meeting Notes
  • Wealth Path documents
  • Snapshots
  • Portfolio Shifts
    This includes group-based creation flows and prevents duplicate participant selections from causing errors.
• Vault flows work again where a client’s phone number and entity relationship are required:
  • Generating upload links
  • Sending and verifying one-time passcodes (OTP)
  • Tagging a file to a person
• Unlinking an entity from a recording now fully removes the related people from that recording (instead of leaving behind partial associations).
• Automated participant context for recordings generates correctly again, so speaker/participant summaries are more reliable.

Where to find it

• Documents: Open any client or group → + Create → choose Meeting Notes, Wealth Path, Snapshot, or Portfolio Shift
• Tasks/Documents/Recordings lists: Review cards and lists where participant names appear
• Vault: Open a client → Vault → generate an upload link, send/verify OTP, or tag a file to a person
• Recordings: Open a recording → unlink an entity and confirm related people are removed