Improvement
Add date field normalization and custom field value warnings
Partner API now automatically normalizes date custom fields to ISO 8601 format and returns helpful warnings when dates are converted.
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Product Updates & Releases
Bug Fix
Partner API Page View Events Now Display Correctly
Page view events from the Partner API now properly display page titles and URLs in the activity feed.
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Improvement
Cleaner Appointment Types List View
The Appointment Types settings page now has a cleaner look with the info banner collapsed by default.
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Feature
File Uploads in Form Builder
Collect images and documents directly through your embedded forms.
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Improvement
Add Remove Collaborators and Apply Automation bulk actions
Smart Lists now support two new bulk actions: Remove Collaborators to quickly unassign team members from multiple contacts, and Apply Automation to enroll selected contacts into automation workflows.
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Bug Fix
Fix SMS Registration Status Display
Fixed misleading error banner showing after successful SMS registration submission.
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Feature
Microsoft Calendar Sync Integration
Sync your appointments and tasks between Sure Send CRM and Microsoft Calendar (Outlook) with full bidirectional support.
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Feature
Microsoft Outlook.com Email Support
Connect your Microsoft Outlook or Microsoft 365 email account to send and sync emails directly from Sure Send CRM.
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Improvement
OR Filter Support for Partner People API
Find potential duplicate leads by searching for people matching EITHER email OR phone - perfect for lead deduplication workflows.
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Bug Fix
Fix bulk updating of source and stage not triggering webhooks
Bulk updates to source and stage now properly trigger webhooks with all affected contact IDs.
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