Automated "welcome" emails to your CRM contacts are no longer sent by default
the "Welcome new contacts" automation now starts switched off in every workspace, existing copies were switched off and owners received a notification…
Mejora · Plataforma ·
the "Welcome new contacts" automation now starts switched off in every workspace, existing copies were switched off and owners received a notification explaining why and how to turn them back on, and the Add Contact screen says when automated emails are off with a link to the switch. When an owner turns the welcome automation on, its emails go out under your business name with your logo and colours, replies reach the team member who added the contact, and the footer carries an unsubscribe link and your postal address — instead of an anonymous one-line email from a no-reply platform address.
septiembre de 2026 · Lanzamientos y mejoras
Fixed a data-loss bug in Workspace Files · Building a Dynamic list no longer starts with a hidden "Imported contact is
Plataforma
- Email campaigns: do more with several at once
- The Budget vs Actual (Monthly) chart in Budgeting & Forecasting now explains
- Document previews outside the editor now show the document's theme
- Mo now opens in Chat
- Template admins can now control what members can do with a branded template
- Equity: the Transaction Log now shows the true date for every transaction
