New Features

Pre-load specific campaign chat from the kanban

• Whilst chat is not officially released yet, the features being developed are being released in test mode. This feature will allow you to open a campaign’s chat directly from the Kanban board using a quick action, so you land in the right conversation immediately.

Global Search - Primary Action - Users

• Selecting a user from Global Search now opens their details panel straight away, making it faster to jump into the right profile.

Save Final Inspection to Documents Tab After Submission

• After submitting a Final Inspection, the submitted report is now saved under the Documents tab so it is easy to find later.

Add Submitted State to Final Inspection to Prevent Resubmission

• Final Inspections now show a clear “Submitted” state after completion to help prevent accidental re-submissions.

Improvements

Rework Buyer Input on Search

• Buyer search fields now fetch results as you type, so you are not limited to a small first-page list and can find the right buyer faster.

Implement optimistic updating for campaign frontend

• Campaign changes now appear in the app immediately after you save, making the experience feel faster and reducing unnecessary reloads.

User Details Sheet - Separation of concerns with description field

• User descriptions can now be edited independently, making quick updates simpler without affecting other user details.

Prevent Deleting Parent Conditions if Related Conditions are Linked

• The app now prevents deleting a key condition if other dates depend on it, reducing mistakes and helping keep timelines consistent.

Adding Key 'System' Conditions Outside of the Contract Flow

• When adding important “system” conditions, the app guides you to select the correct standard condition instead of manually typing it, improving consistency.

Bug Fixes

Unable to add notes in campaign properties

• Fixed an issue where campaign property notes would not save, including cases where fields needed to be cleared back to blank.

New Buyer Accounts Automatically Creating Campaigns on Login

• Fixed an issue where new buyer accounts could create extra campaigns automatically when logging in, without the user doing anything.

Campaign Team - create contact was not working

• Fixed the Campaign Team “create contact” form so new contacts can be added and saved correctly.