Feature
Read and write contact addresses through the AI connector
The AI (MCP) connector can now set, update and read contact addresses, and refuses parameters it does not recognise instead of reporting success.
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Product Updates & Releases
Bug Fix
Partner API rejects an unknown assignee when updating a contact
Updating a contact through the Partner API with an assignee who isn't on the team now returns a 422 instead of quietly keeping the old assignment.
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Bug Fix
Property views tracked before a visitor is identified now appear on the contact
Property views sent with the custom property_view code before a visitor was identified were thrown away, so a new contact only showed the listings viewed after signing up. Those earlier views are now kept and added to the contact, with their original times, once the visitor is identified.
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Bug Fix
BCC and CC recipients now receive your emails
Emails sent from a Gmail account now reach everyone in BCC, and an address typed into CC or BCC is no longer dropped.
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Bug Fix
"Set as primary contact" now saves on contracts
Checking "Set as primary contact" when adding or editing a contract contact now makes that contact the primary.
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Feature
Enterprise API tokens for working across every branch
One API token on your corporate team can now use the Partner API on any branch, including looking up loan officers across branches and sending each lead to the right one.
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Bug Fix
Automation texts no longer send from another team member's number
Send SMS steps in automations now pick the sending number by a fixed rule and never use another team member's personal number.
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Feature
Contracts are now Agreements, with expiration tracking
Contracts are now called Agreements. Agreements with a term count down to expiration and get a renewal task, each agreement type can carry its own fields, and Agreement Reports has been rebuilt.
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Bug Fix
Milestone texts send from the contract's assigned user
Send SMS actions on contract milestones now go out from the assigned user's number instead of a teammate's.
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Feature
Ask for access to a contact you can't open
When a contact is outside your access, you can now ask to be reassigned it or added as a collaborator, right from the contact page.
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