Properties and contacts as profiles

A property and a contact now open as a profile, with what matters about them beside the record rather than behind another click.

Version
v0.5
Area
Product
Released
Reading time
1 min
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v0.2v0.3v0.5v0.6v0.7
  • The property page: its engagement, parties and compliance in a sidebar, with the record’s tabs beside them.
  • The contact page: details, a description and AML in a sidebar, with edit at the top.
  • Lists and grids: properties as a list or a grid, and contacts filtered by role.
  • Charts on the dashboard: the sales pipeline and the year’s intake under the numbers.

How versions are numbered, and what a bump means for you, is written up in How releases work.

A live look at the workspace, on a sample agency.