CRM
A richer record timeline: formatted notes and email, signatures, task assignment, reminders and pinning
The activity timeline on every record just grew up.
The activity timeline on every record just grew up. Notes, calls and meeting logs now use a full rich-text editor - bold, headings, bullet and numbered lists, quotes, tables, links and inline images - so an account note reads like a proper document instead of a wall of plain text. Composing an email from a record is the same Gmail-class experience: formatting, images you drag or paste (uploaded and hosted so they show up in the recipient's inbox), and a live preview of what you send. Signatures are built in and layered: set your own in your Profile with variables like {{user.name}}, {{user.title}}, {{user.phone}}, your photo and your booking link, and choose to auto-add it to new emails - while admins set a workspace-wide signature and per-team signatures in Settings → Email, so everyone stays on-brand with their own details filled in automatically. Tasks can now be assigned to a teammate (they get a notification and can filter their Tasks page to "Assigned to me") and carry a reminder time that pings the owner when it's due. You can insert a saved email template into any one-to-one message - merge tags fill in from the record - filter the timeline by Notes, Emails, Calls, Meetings or Tasks, and pin the important stuff to the top. Under the hood, all rich text is scrubbed through an industry-standard sanitizer before it's stored or sent.