Bug Fix
Fix automation-sent emails and texts not appearing on contact tabs
Emails and text messages sent by automations now appear in the contact's Emails and Texts tabs, restoring the full communication history.
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Product Updates & Releases
Bug Fix
Fix dialer failing to start calls due to search index parsing error
Calls, SMS, emails, and campaign deliveries no longer fail when a contact has a stale search index field type conflict.
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Bug Fix
Fix special character handling in automation messages
Apostrophes and ampersands in automation SMS messages, task titles, notes, and custom field values are no longer stripped during save.
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Feature
Cross-Team Lead Referrals
Refer leads to other Sure Send teams with a guided multi-step flow, track referral status, and receive updates — all without leaving your CRM.
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Bug Fix
Fix 'Not Authorized' error when syncing Gmail or Outlook email
Team members can now trigger a full resync on their own Gmail or Outlook email connection without needing admin permissions.
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Feature
Draft Emails and Email Template Updates
You can now compose, edit, and send draft emails directly from contact records, plus email templates can be updated in-place.
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Feature
Lockable Contact Fields
Admins can now lock specific contact fields to prevent team members from making unauthorized edits.
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Improvement
Support Multiple Triggers on a Single Automation
Automations can now have multiple triggers that fire independently using OR logic — if any trigger condition is met, the automation runs.
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Bug Fix
Fix email unsubscribe links failing with CSRF validation errors
Email unsubscribe links no longer fail when clicked from email clients due to CSRF token mismatches caused by email security scanners or browser cookie restrictions.
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Improvement
Admin Ability to Empty Trash
Admins and owners can now permanently delete contacts from the trash before the 30-day auto-purge, with bulk selection and a type-to-confirm safety check.
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