Smarter RM assignments and keyboard shortcuts for logging messages
25 August 2026
Relationship Manager selectors now show only eligible team members across onboarding and client screens. We've also added handy keyboard shortcuts for logging communications and improved task @mentions.
Improved
- Clients: When assigning a Relationship Manager individually or in bulk, the roster now filters to eligible team members based on their role.
- Client onboarding: The team assignment step now guides you to eligible Relationship Managers with helpful fallback hints.
- Clients → Log communication: Use Enter to send your message and Shift+Enter to insert a new line when logging client communications.
- Tasks → Task details: @mention suggestions in task comments now appear more reliably as you type.
- Tasks → Task details: Task headers now display the client name as a badge whenever it is not already included in the title.
