This week is about less clutter and less waiting. Your core pages got a cleaner layout that works on any screen, your KPIs now update the moment you make a change, and email templates saved from chat got a little smarter.
Cleaner headers on Trips, Contacts, and Tasks
Search, Filter, and Display settings now sit in their own dedicated row at the top of your Trips, Contacts, and Tasks pages. Page-level actions, like viewing the trash on Trips, stay up top where you expect them.
The result is a more consistent layout that's easier to scan on desktop and fully responsive on mobile. Even on a small screen, everything you need is clearly visible and easy to tap.
Your KPIs dashboard is now truly live
Last week, the at-a-glance KPIs on your dashboard started updating immediately. Now the full Your KPIs dashboard in Reporting does too.
Mark an activity as booked, refresh your dashboard, and you'll see the new booking count right away. No more waiting hours for your work to show up. Click View all KPIs from your dashboard to jump straight in.
Real-time updates currently apply to Your KPIs only. Agency KPIs are coming soon.
Quality of life
- Variables in chat-created email templates: When you save an email template from chat, variables are now included and supported, so your templates are ready to personalize for every client.
