2025-07
🚀 New Features
Communication & Collaboration
-
Gmail Integration: Connect your Gmail account to manage emails directly within the platform
-
Calendar View: New calendar interface to visualize appointments, deadlines, and important dates
-
Enhanced Email Templates: Email templates are shared across your team
Lead Management
-
CSV Import: Bulk import leads from spreadsheets to quickly build your contact database
-
Lead Templates: Generate professional documents and agreements specifically for leads
-
Improved Lead Forms: Streamlined lead capture with better validation and user experience
Document Processing
-
Smart Document Review: New interface for reviewing and correcting extracted information from uploaded documents
-
Faster Processing: Documents now process in the background, preventing timeouts on large files
-
Enhanced PDF Forms: Improved accuracy when auto-filling PDF forms with client data
✨ Improvements
User Experience
-
Visa Expiry Reminders: Customize when you start receiving notifications about expiring visas
-
Better Date Handling: Improved date formatting and display throughout the application
-
Payment History: Clearer date formatting in payment records
Performance
-
AI Document Extraction: Multi-pass processing for more accurate data extraction
-
Improved Form Components: Smoother interactions with all form elements
🐛 Bug Fixes
-
Fixed modal windows that wouldn't close properly
-
Fixed incorrect reminder notification times
-
Resolved Express Entry profile calculation errors
-
Fixed various validation errors and warning messages