Back to Updates
415

Smarter Toast Notifications with Retry

May 20, 2026

ImprovementWorkboard

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

What changed

When an action fails, the notification stays on screen until you dismiss it, so you don’t miss important errors (especially during busy workflows). Many error notifications now include a Retry button, letting you re-run the same action immediately without backing up and starting over.

Notifications are also more consistent across the app, and up to three recent notifications can stay visible at once—so quick back-to-back confirmations don’t replace each other.

Where to find it

Anywhere notifications appear, including:

  • Login and onboarding
  • Settings and billing
  • CRM (clients, entities, imports)
  • Vault (links, uploads)
  • Recordings

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.