Release Notes – April 30, 2026
April 28, 2026ClientTether Product Release Notes
Release Date: April 30, 2026
This release focuses on improving reliability, streamlining workflows, enhancing customer experiences, and strengthening integrations across the platform.
Proposal & Sales Experience Enhancements
We’ve improved how proposals and sales-related data are displayed and handled to create a more polished and consistent experience.
What’s New
- More accurate formatting for pricing and currency fields across proposals
- Improved proposal generation and printing consistency
- Cleaner formatting for links and rich text content within proposals and editors
Why It Matters
These updates create a more professional and trustworthy sales experience. With cleaner presentation and fewer formatting issues, your team can confidently deliver proposals that reflect your brand and close deals more effectively.
Messaging & Communication Improvements
Messaging tools have been refined to ensure smoother, more reliable communication across channels.
What’s New
- Improved handling of invalid or blocked phone numbers to prevent messaging errors
- More consistent behavior in email templates and communication logs
- Enhanced reliability when sending and managing SMS and email communications
Why It Matters
Stronger messaging reliability means fewer failed communications and less manual cleanup. Your team can communicate with customers more confidently, knowing messages are delivered and tracked correctly.
Hosted Pages & Lead Capture
Enhancements to hosted pages and forms improve both the user experience and the quality of captured data.
What’s New
- More consistent behavior for form fields, including required fields and default selections
- Improved rendering of custom fields across hosted pages and contact profiles
- Better handling of selection inputs like radio buttons and dropdowns
Why It Matters
These improvements ensure cleaner, more accurate data capture while creating a smoother experience for your leads. Better data at the point of entry leads to stronger follow-up and higher conversion rates.
Automation & Workflow Reliability
We’ve strengthened automation tools to ensure workflows run more predictably and efficiently.
What’s New
- Improved reliability of Action Plans, including date handling and sequencing
- More consistent behavior when applying templates within automated workflows
- Enhanced stability when managing reminders and automated follow-ups
Why It Matters
Reliable automation reduces manual work and ensures nothing falls through the cracks. Your team can trust that workflows execute as expected, improving efficiency and customer responsiveness.
Reporting & Data Accuracy
Updates in reporting and filtering provide clearer insights and more dependable data.
What’s New
- Improved accuracy in advanced filters and reporting outputs
- Better alignment of lead data across sales dashboards
- More consistent tracking of lead sources and activity data
Why It Matters
Accurate reporting gives you better visibility into performance and smarter decision-making. These improvements help ensure your data reflects reality, so you can act with confidence.
Integrations & API Enhancements
We’ve enhanced integration reliability to ensure smoother data flow between systems.
What’s New
- Improved lead creation reliability from third-party sources
- More consistent syncing of sales and pipeline data via API
- Better handling of edge cases in external data payloads
Why It Matters
Stronger integrations mean fewer sync issues and cleaner data across platforms. This ensures your systems stay aligned and your team avoids time-consuming manual corrections.
User Experience & Interface Improvements
General interface enhancements make the platform more intuitive and easier to use.
What’s New
- Improved navigation and responsiveness in key areas like calendars and profile views
- Enhanced editor behavior for cleaner content formatting
- More consistent display of notes, whiteboards, and user-generated content
Why It Matters
A smoother interface reduces friction and helps your team move faster. Small improvements across the platform add up to a more efficient and enjoyable daily experience.
Platform Stability & Performance
Behind the scenes, we’ve made important improvements to overall system stability.
What’s New
- Fixes for login and user access issues
- Improved handling of background processes and system performance
- General bug fixes to reduce unexpected errors across workflows
Why It Matters
A more stable platform means fewer interruptions and more dependable performance. Your team can stay focused on serving customers instead of troubleshooting issues.
Release Summary
This release is focused on:
- Making workflows more reliable
- Improving customer-facing experiences
- Reducing friction for admins and teams
- Strengthening integrations and data accuracy
- Enhancing overall platform stability