What changed

The CRM Overview is easier to scan and more consistent. Document lists now sort by when the document was created (newest first), and dates display as a clear calendar date (for example, “Jan 7, 2026”) instead of “time ago” labels.

The Details panel is also quicker to use. You can click to copy key fields like entity names and person names (and birthdays) with on-screen confirmation. The Vault/Overview toggle is redesigned with clear text labels, so it’s easier to tell which mode you’re in before you click.

Where to find it

1. Go to CRM
2. Open an Entity
3. Select Overview