Proposal review step, inbox read filters, and audit search
25 August 2026
Review proposals with a dedicated final check before sending, filter email threads by read status, and search firm audit logs with detailed activity views.
New
- Proposals: Added a dedicated review step in the proposal builder to verify scope, terms, and pricing before sending to clients.
- Settings: Added search to firm audit logs along with detailed activity panels to inspect who made specific changes.
Improved
- Clients: Business names are now automatically standardized to uppercase across client forms, lead capture, and bulk imports.
- Email inbox: Added filters to easily view read or unread conversations, plus improved support and file-type labels for large attachments.
- Dashboard home: Refined team capacity tracking with updated workload utilization calculations and risk alert views.
- Clients: Strengthened staffing controls so only firm administrators can reassign relationship managers and client owners.
