Changelog

Tags are now easier to organize, identify, and manage with tag categories and customizable tag colors. You can group related tags into categories and assign colors to make tags easier to recognize across your account.

Existing tags will automatically appear in gray and will be placed under the No category category, so your current setup continues to work without any additional configuration.

What's new

• Customize tag colors

• You can now assign a color to each tag to make it easier to identify at a glance.

• Choose from a predefined list of colors.

• Use the color picker to select a custom color, including colors that match your brand.

• Tags without a selected color will use gray by default.

• Existing tags will initially appear in gray, and you can update their colors at any time.

• Tag colors are reflected when adding tags from the contact details page and when viewing tags in Smart List columns.

Organize tags with categories

• Tag categories give you a structured way to group and manage related tags.

• Create categories and group multiple tags under them.

• Move individual tags or bulk move multiple tags between categories.

• Every tag belongs to a category.

• Tags without an assigned category are automatically placed under

  No category.

• All existing tags will initially be placed under No category and can be moved into newly created categories.

• If you delete a category containing tags, those tags will automatically move to

  No category

  .

Overview

We’re making it easier to view and interact with contact details without losing your place. With the new contact overlay, clicking a contact’s name from the opportunities (contact name or conversation icon) or appointments page now opens the contact within the same page instead of automatically redirecting you to the contact details page. This gives you quick access to contact information and conversations while keeping your current workflow in context.

What has changed

Previously, clicking a contact’s name from opportunities or appointments redirected you to the contact details page. You can now choose how you want to view the contact:

*Single-column view: Opens the left panel of the contact details page alongside conversations and other right-panel features.

*Two-column view: Opens an expanded view with the contact details panel and an extended Conversations view.

*Go directly to the Contact details page: If you prefer the existing experience, you can continue opening the full contact details page directly.

If you open the full contact details page from the overlay, you can also navigate back to the page you were previously working on, helping you continue where you left off. A separate icon is available for users who want to skip the overlay and open the Contact details page directly.

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The overlay also respects your contact details page customizations. If your contact details page has been customized, those same customizations will appear in the overlay, providing a consistent experience across both views.

Why it matters

Managing opportunities and appointments often requires quickly checking contact information or reviewing a conversation. Previously, doing so meant navigating away from the page you were working on and then finding your way back.

The contact overlay reduces this unnecessary navigation by bringing contact details and conversations directly into your existing workflow. This means fewer page changes, better context retention, and faster access to the information you need.

Next steps

The contact overlay is currently available for opportunities and appointments. We plan to gradually extend this experience to additional areas where contact names appear, making it easier to access contact information without leaving your current workflow.

Overview

We’re strengthening document privacy and access controls across the platform with HIPAA compliance in mind. Documents uploaded as attachments through the notes section will now be private by default, giving you greater control over how sensitive information is accessed and shared.

Previously, documents uploaded through notes were public in nature and could be shared without expiration or additional privacy controls. With this update, newly uploaded documents will benefit from enhanced privacy protections while still giving users the flexibility to choose the appropriate sharing method.

What’s new

1. New note attachments are private by default

   : Any new document uploaded through the notes section will be stored in the

   "Notes attachments" folder under Documents

   and will be private by default.

2. More control when sharing:

   When sharing a document, users can choose the level of access that best fits their needs, including a public link, private link, OTP-protected link, or password-protected link.

3. Existing documents remain unchanged:

   This update applies only to documents uploaded through notes after the feature is released. Existing documents previously uploaded through notes will continue to remain public.

4. Secure sharing for existing documents:

   While existing documents will retain their current privacy status, users can still choose to generate and share a private link with recipients when additional access control is needed.

What’s next

We're working towards bringing in more privacy and data control for you to expand document security across the platform. In the next phase, these privacy and access controls will be extended to document attachments shared through custom fields, creating a more consistent and secure document-sharing experience.