Company policies now cover capture mode, consent, transcript access, recording sources, and AI notices. Use inherited defaults, preferences, or enforced settings to control available book overrides.
The Create task automation action now supports deadlines relative to a record date or the next calendar occurrence, plus repeating tasks. Choose Relative date or Next occurrence of under Due date, then use Repeats to configure recurring tasks.
Business triggers can add notes, send messages, and start business projects. Form accepted runs after you accept a submission. Household custom date reminder now supports clients and prospects, with reminders up to a year before a custom date.
Review saved versions of notes, task titles and descriptions, and meeting notepads. Restore earlier note or task content while retaining the current content in history. Users with View audit log permission can review company and record changes.
Financial accounts, insurance policies, and annuity contracts support notes and attachments. The guides now use the current household add-record menu and document the 20 MB note attachment limit.
Business records distinguish directly linked other contacts from people linked through employment. You can also move selected other contacts to another accessible book.
Review emails across books and choose current chat models
Important emails is available in All books. Household chat’s model list now matches the current selector: GPT-6 Sol, GPT-6 Luna, Claude Opus 5.5, and Claude Sonnet 5.5.
Manage reporting connections with a dedicated permission
The Addepar and Black Diamond setup guides now identify Manage reporting connections as the required permission. Reporting still needs to be enabled for your company.
