Bug Fix
Contact search refreshes after CRM syncs
Fixed missing search updates after contacts were imported or updated through Rollout.
Read more →Changelog
Product Updates & Releases
Improvement
More complete contract intake through the Partner API
Set representatives, attach people and companies with roles, and add contract notes through your integrations.
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Bug Fix
Switching between monthly and yearly billing works with add-ons
Clicking Switch to Monthly (or Switch to Yearly) on an account with the Dialer add-on, a SendBlue line, an inbox number, or Sure Send Connect failed with a Stripe error about mismatched billing intervals. The switch now moves every line together, the preview shows what you will actually pay, and the next billing date is right — including during a trial.
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Bug Fix
Clearer billing error messages
Helpful billing messages across subscriptions, Connect, and enterprise accounts.
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Bug Fix
Automatic CRM sync continues through large batches of updates
Fixed automatic Rollout syncing repeatedly processing the same contacts instead of reaching newer contacts and tag updates.
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Improvement
More detail and control in lender reports
View loan servicing details, customize report metrics, and explore the records behind lender totals.
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Bug Fix
Automation folders keep their place
Opening an automation inside a folder used to drop you back at the top of Automations. The folder is now part of the page address, so the breadcrumb, the Edit screen and the browser Back button all return you to the folder you were in.
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Feature
Wait Until Contact can restart the steps above it, not just extend the wait
A Wait Until Contact node can now restart the workflow's earlier steps on every qualifying contact instead of only pushing its own deadline out, and a blank reset cap never stops resetting.
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Bug Fix
Clearing the Contract Type filter on the Contracts page now sticks
The X on the Contract Type filter used to snap back to the type you had selected. It now clears the filter, so the list and the Contracts Statistics row cover every contract type.
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Feature
Import a starter pack into a collection
Fill a collection from a starter pack in one click — then designate that collection as your enterprise packet so every branch gets it automatically.
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