Bug Fix
Claim Reports Load After Contact Cleanup
Claim Reports now load normally when their date range includes contacts that were later deleted or merged.
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Product Updates & Releases
Bug Fix
Connect searches now include location spelling variants
Home searches now combine listings filed under abbreviated and spelled-out versions of the same place name.
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Bug Fix
Imported phone types now match what your CSV said
A mapped Phone Type column was being applied loosely — several types were quietly turned into "Mobile", and on contacts already in your account the type was dropped altogether and showed as "Other". The type in the file is now the type on the contact.
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Bug Fix
Attachments on incoming emails are now saved to the contact's timeline
A PDF or other file attached to an email a contact sent you was silently dropped during sync — only embedded images were kept. Regular attachments on newly synced emails are now stored and show up on the email.
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Bug Fix
Incoming Call Routing is now available on numbers from your own Twilio account
Numbers assigned through the Twilio provider offered a Call Forwarding Number field but no way to choose what happened to an incoming call. The four routing options that Managed Dialer numbers have are now on those screens too, with help text stating exactly what the platform does.
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Bug Fix
Android screen now locks normally while the app is open
On Android the phone would never sleep or lock while the Sure Send app was open. It now behaves normally, staying awake only during a call.
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Feature
Add your own contact relationship types
Team admins can now create relationship types beyond the eight built-in ones — a "Referral Agent" or a "Property Manager" — and retire them later without disturbing the contacts already linked by them.
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Feature
Provision enterprise branches from private collections
Enterprise teams can install private collections into branches, choose a default for new branches, and customize the collections installed during branch setup.
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Bug Fix
Lead Flow and Automation Conditions Now Compare Custom Fields by Value
Number, date, and multi-select conditions in Lead Flow and Automation now compare by actual value instead of as text, fixing rules that misrouted leads.
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Bug Fix
Date Conditions in Automations Now Run
Automation and lead-flow conditions using "Was Less Than" or "Was More Than" on a date field now evaluate correctly, instead of silently stopping the automation.
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