7 August 2025

Adjust Contact Details Display

We've introduced the an extra field when updating the relationship of a contact.

When you hover your cursor over the relationship label it will temporarily display any text stored in the contact's Additional Details field. This provides you and your users with valuable and timely context. Note the label also has a pinned note icon attached to signify that Additional Information is available.

Task Board - Participant Selection Fix

We have fixed Participant selection in tasks. After selecting +, you can start typing the Participant's name.

Task Export Update - Status

You can now see when a task has been completed in the Task Export. This extra column in the export will assist users who like to utilise and filter spreadsheet data into a format that displays which tasks have outstanding items that require adjustment. This will further assist users and organisations with internal claiming compliance as they'll be able to identify and update their tasks prior to their own claiming deadlines.