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Invoices: Addition of 3 default reminders
March 25, 2025

Creating invoice reminders just got easier with the addition of default reminders that can be used instead of creating workflows for this purpose.


Simply go to Invoices -> Settings. You'll be able to view the default reminders. Disable any that you do not wish to send and note that you can swap out templates if you prefer to send something more customized to your organization's brand.

April 30, 2025
If you're not yet seeing the fresh new look of the Activity Stream in your Contacts, activate this enhancement in Labs. The new design is a continuous feed with with distinct icons, date groupings, clickable cards, and backend optimizations ~delivering faster load times and a cleaner interface. What’s New? New Event Icons: Each activity type (calls, emails, notes, etc.) has its own icon for instant recognition. Date Groupings: Activities are grouped under headings like “Today” and “Yesterday” for chronological clarity. Clickable Event Cards: Each card shows title, timestamp, campaign/source labels, and links. Database Optimizations: Under-the-hood improvements yield quicker loads, faster processing, and more reliable data. Responsive Design: Enhanced interaction and layout consistency on desktop and tablet screens. Why This Matters? Performance Boost: Faster page loads and smoother scrolling thanks to optimized queries and indexing. Reduced Clutter: Clear icons and date headers make it easy to scan for specific events. Increased Productivity: Click-through cards get you to detailed interaction data in one tap, keeping you in context.
April 29, 2025
It 's now even faster to create new contracts for speakers, exhibitors, sponsors and more with a brand new way to duplicate existing contracts. Simply click on "Clone" to generate an exact copy instantly. Proceed to edit the contract as needed.
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