Changelog #7

Applications & launcher

• Live in the launcher — Momentum, Assistant, Orbit! (in-platform), Workspace, Admin, and Inbox are promoted to Live status in the application launcher.
• Calendar placement — Calendar removed from Ledger navigation; calendar lives under Workspace where it belongs.

Dashboard

• Redesigned org dashboard — new hero, shortcuts, and bento layout when you sign in.
• Hydration fix — resolved a dashboard error caused by the live clock and session name rendering on first load.

Momentum & CRM

• Searchable picklists — lookup fields for accounts, contacts, owners, and related records now support search as lists grow.
• List pagination — long record lists paginate instead of loading everything at once.
• Trash & restore — soft-deleted records live in Admin → Trash for 30 days before permanent removal.
• Sidebar polish — sign-out button hover contrast improved on dark backgrounds.

Resolve

• Quick Actions everywhere — modern CRUD with Quick Actions on all plans; no longer gated behind paid Resolve tiers.
• Cleaner codebase — removed unused legacy Resolve page components.

Workspace

Drive & Calendar

• Folder navigation — folder trees and folder browsing in the Drive UI.
• Recurring events — daily, weekly, and monthly recurrence on calendar rows.
• Calendar views — week, month, and agenda views with meeting scheduling, Connect meeting sync, and host controls.
• Sheet data references — insert live org data into spreadsheet cells with @ references.

Docs

• Editor upgrade — font sizes, richer formatting, and print-ready layout.
• Version history — revisions saved on every save; restore from the review panel.
• Review panel — comments, document stats, and revision restore in one place.
• Template gallery — start from blank or structured document templates.
• Tables & images — table editing, image upload, and find & replace.
• Native .docx — documents save and download as Word-compatible files, not raw HTML.
• File → Download As — Document, Plain Text, or HTML; native format is the default.

Sheets

• Formulas — SUM, AVERAGE, IF, cross-sheet references, and more.
• Review panel — sheet stats, version history, and comments.
• Template gallery — pipeline, budget, invoice tracker, project tracker, and KPI dashboard starters.
• Editing tools — undo/redo history, find & replace, and currency/percent formatting.
• Native .xlsx — workbooks save and download as Excel-compatible files; export CSV from Download As.

Slides

• Editor upgrade — slide layouts, themes, and presenter mode improvements.
• Review panel — slide stats, version history, and comments.
• Template gallery — pitch deck, QBR, training, and more.
• Slide tools — undo/redo, duplicate and delete slides, HTML export.
• Native .pptx — presentations save and download as PowerPoint-compatible files.

Cross-cutting

• Page context menus — right-click on Salestrics and Mail pages for page-aware shortcuts: refresh, copy link, and quick navigation.

Connect

Chat

• Private group channels — create private groups alongside cleaner public channel management.
• Thread sidebar — scrollable thread panel on smaller viewports.

Meetings

• Meeting lander — search, filters, and a participant panel before you join.
• Scheduling & sync — meeting scheduling, calendar sync, and host controls inside live rooms.
• Participant controls — participant list and in-meeting controls polish.

Inbox & Mail

• HTML rendering — Inbox emails display as sanitized HTML with formatting preserved.
• Org inbox bodies — inbound org inbox messages render full HTML bodies, including remote images where allowed.
• Attachments in object storage — org inbox attachments stored reliably; inline cid: images proxied through the mail attachments API.
• Mail context menu — compose and calendar shortcuts from the Mail page right-click menu.

Ledger

• Stripe Connect — connect account onboarding for invoicing and revenue tracking.
• Invoice links on CRM — Stripe invoice links surface on revenue records in Momentum.
• Webhook handling — Connect account updates and invoice events processed automatically.

Assistant

• Salestrics-AI-v1 — role-aware tools and a refreshed Gemini-style UI.
• Chat management — delete chats, /export command, and organization context in prompts.
• Response quality — fixed Assistant leaking raw tool-call syntax in chat replies.

Admin & billing

• Annual plan metering — AI token resets align to monthly cadence on annual billing plans.
• Automation runs — automation run metering hardened for annual plans.

Notifications

• Clear notifications — clear-all action alongside existing mark-all-read.

Questions?

Get support, email support@salestrics.com, or read docs.salestrics.com.