Multi-currency proposals, meeting alerts, and task handovers
13 August 2026
Track foreign currency proposals in INR, monitor full task handover histories during staff reassignments, and stay on top of Google Calendar meetings with automated WhatsApp reminders.
New
- Proposals: Automatically convert foreign currency proposals to INR across pipeline totals, sort proposal tables by rupee value, and export proposals with currency details to CSV.
- WhatsApp messages: Receive automated WhatsApp notifications and reminders for upcoming calendar meetings.
- Tasks → Task details: View complete task handover logs when reassigning work or processing employee exits, showing previous assignees, successors, and handover reasons.
Improved
- Dashboard home: View online Google Calendar meetings and attendee details directly from your dashboard's calendar card.
- Compliance: Reorganized compliance entry forms into distinct side-by-side panels for compliance details and scheduling settings.
- Dashboard home: Added a clear notification banner and direct checkout flow if account access is blocked due to subscription status.
- Chrome extension: Added helpful prompts and direct web store links when client filing checks require the Chrome extension to be active.