8 August 2026v0.8.19
Unified alerts and a streamlined workspace
Manage shared and personal deal alerts from one consistent workspace, with a simpler calendar and reporting experience.
New features
- Create and manage personal or shared deal alerts from the Alerts workspace. The same alert definitions now power the dashboard, Sales Log, and deal-detail views while continuing to respect each person’s deal access.
- See the alert reasons that need attention directly on the dashboard, then open the matching workbench to review the underlying deals.
Changes & improvements
- Simplified alert management by moving legacy alert sources into one canonical set of definitions, with clearer shared and personal visibility.
- Consolidated daily and weekly report email controls into clearer settings menus, and made report calculations easier to reach.
- Retired Calendar Summary in favour of the main Calendar and Upcoming views, preserving calendar landing preferences for existing users.
- Refined navigation and workspace controls across the dashboard, Sales Log, reports, finance, and mobile layout.
Bug fixes
- Improved alert visibility and deal-scope handling so shared and personal alerts consistently show only the deals each person can access.