Instant global search and interactive WhatsApp lead follow-ups
9 September 2026
Quickly locate clients, tasks, and portal credentials using the new Command Center search, and record lead follow-up updates with a single tap inside WhatsApp.
New
- WhatsApp messages: Daily lead follow-up alerts now include interactive quick-action buttons so you can update lead status directly from WhatsApp.
- Dashboard home: Introduced the Command Center spotlight search to instantly find clients, work tasks, proposals, portal credentials, and staff attendance from anywhere in the app.
- Settings → Keyboard shortcuts: Added a keyboard shortcuts panel with dedicated keystrokes to open the Command Center and create new tasks, clients, or leads on the fly.
- Chrome extension: Use browser-wide keyboard shortcuts to quickly jump back to PracticeStacks and trigger the command search palette.
Improved
- Invoices: Direct links to create a new invoice now open the invoice creation drawer immediately upon landing.
- Proposals: Cleaned up the display and number formatting for client names and total amounts in proposal summaries.
Fixed
- Dashboard home: Fixed see-through backgrounds on pinned table columns so underlying data no longer bleeds through when scrolling horizontally.
