- You can now create and schedule messages to be sent at a later date for both one-on-one and group chats. This feature is available on our Plus and Team plans. Learn more
- View the delivery summary for a dispatched broadcast message by clicking on the broadcast on your Messages page. Learn more
- Added a customizable Task Reminder notification template. Learn more
- UI/UX improvements
- Fixed issue importing private notes on completed forms into the Personal Information section.
- Sending a Client Portal invitation to a child/sub-record now auto-invites the primary record.
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