Feature
Refer a lead through your AI connector
Connected AI assistants and bots can now refer a lead to another Sure Send team, or send it to someone outside Sure Send, just like Refer a Lead in the app.
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Product Updates & Releases
Improvement
The Dialer Now Tells You When Your Connection Is Hurting Call Audio
During a browser call, the dialer shows a notice when your network or microphone is making your audio choppy or silent for the other person.
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Bug Fix
Calling sessions stay open while you work a lead
A call list or pond calling session no longer disappears when you open chat, filters, or a quick call, or reload the page.
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Bug Fix
Notes opened from a notification now show their content in the mobile app
Opening a note from a notification in the mobile app now shows the note, and saving an edit without changes works.
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Feature
A Redesigned Sidebar and Header You Can Search and Pin
The sidebar is regrouped into clearer sections, with a "Jump to…" search, collapsible groups, and pins you can reorder — under a new dark header.
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Feature
Start a new text or group text right from the Messaging Inbox
My Inbox now has a "+" in the Conversations panel to text a contact, add a new contact, or start a group text, without opening the contact's record first.
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Bug Fix
More reliable phone number allowances
Phone settings show consistent usage and check available slots before purchasing.
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Bug Fix
Incoming calls on Android ring at your ringer volume
The Android app's incoming call ringtone was very quiet, even with the ringer volume at maximum. It now rings through the speaker and follows your ringer volume.
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Bug Fix
Incoming calls on Android show who's calling
When the app is in the background or closed, the Android incoming call notification now shows the contact's name and phone number instead of a bare number.
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Feature
Assign milestone tasks to a contract role
A milestone's Task action can now be assigned to a contract role, so each task lands on whoever holds that role on the contract.
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