Release Notes – July 20, 2026

ClientTether Product Release Notes

Release Date: Monday July 20, 2026

This release focuses on improving reliability, streamlining workflows, enhancing customer experiences, and strengthening integrations across the platform.

Email & Communication Improvements

We’ve refined email setup, sending, editing, and tracking to create a more dependable communication experience.

What’s New

• Added clearer setup guidance for teams using public email domains, helping users configure reliable sending through supported connections.
• Introduced proactive alerts and instructions when email-domain authentication needs attention.
• Improved email-domain management with registration, verification, secure removal, sending-domain controls, and clearer status visibility.
• Enhanced email tracking configuration after domain verification for more accurate engagement reporting.
• Prevented scheduling options from appearing when users choose to send an email immediately.
• Improved compatibility between email editors for cleaner, more consistent template conversion.
• Eliminated duplicate signatures when editing manually composed emails.
• Strengthened template rendering to prevent formatting from appearing as raw code.
• Added more consistent default notification settings for newly created accounts and users.

Why It Matters

These improvements make email setup easier to manage, reduce sending friction, and give teams greater confidence that customer communications will look and perform as expected.

Scheduling & Calendar Experience

Calendar and scheduling workflows are now faster, clearer, and better aligned with each user’s working context.

What’s New

• Improved calendar loading speed and consistency.
• Refined scheduler wording to make booking steps easier to understand.
• Updated calendar invitations with a cleaner layout, more prominent meeting details, and better separation of internal information.
• Added a dedicated close control to appointment windows, reducing the risk of accidental deletion.
• Improved appointment-date information displayed on pipeline cards.
• Added user-level time-zone support so dates and times appear in each team member’s local time, with sensible account and system fallbacks.
• Expanded scheduler functionality to support a smoother calendar experience.

Why It Matters

Teams can schedule meetings with fewer mistakes, understand appointment information more quickly, and collaborate more effectively across locations and time zones.

Proposal & Sales Experience Enhancements

We’ve improved proposal presentation, opportunity management, and sales workflows to support a more polished customer journey.

What’s New

• Added more flexible proposal-header controls, including improved handling of business names and addresses.
• Cleaned up proposal notes so customers see properly formatted content instead of exposed markup.
• Improved opportunity creation so new records remain connected to the correct account.
• Strengthened opportunity naming to preserve meaningful details and reduce confusion between similar records.
• Improved opportunity-selection controls to protect intended defaults.
• Enhanced room duplication so associated photos remain organized correctly.
• Added support for multiple proposals per customer through connected systems.
• Expanded proposal capabilities for tax-rate handling and room-measurement information.
• Added job classification details to newer proposals, helping businesses carry important reporting context into invoices and payments.

Why It Matters

These updates create cleaner sales workflows, more professional proposals, and more reliable records from the initial opportunity through billing and reporting.

Hosted Pages & Lead Capture

Hosted pages and lead forms now provide greater flexibility while capturing cleaner, more dependable customer information.

What’s New

• Improved hosted-page cloning so page content carries over correctly.
• Prevented duplicate personalized content from appearing on hosted pages.
• Added stronger email validation to custom lead forms.
• Expanded form flexibility by allowing businesses to make email and phone fields optional when appropriate.
• Improved lead routing so newly captured contacts display the correct sales-cycle stage and appear in the expected pipeline location.

Why It Matters

Businesses can build lead experiences that better match their processes while maintaining accurate records and smoother follow-up workflows.

Contact, Pipeline & Workflow Reliability

Several everyday workflows have been strengthened to reduce lost updates and improve record consistency.

What’s New

• Improved note saving so newly entered information is retained reliably.
• Enhanced custom-field ordering for a more predictable user experience.
• Improved custom-field deletion so removed fields no longer remain visible or interrupt the page.
• Strengthened enterprise-managed custom fields so they appear consistently across eligible subaccounts.
• Improved pipeline-card personalization and sales-stage visibility.
• Refined last-login reporting so account activity reflects the users who belong to that specific account.

Why It Matters

More dependable records and cleaner interfaces reduce manual corrections, improve team coordination, and help users trust the information they see.

Admin & User Management

Administrators now have better tools for finding accounts, managing features, and controlling access.

What’s New

• Added account-number search for faster navigation to the correct customer account.
• Restored reliable access to available add-ons in account settings.
• Improved access to signed royalty reports for authorized account users.
• Added an Adminify add-on connection to support streamlined service activation.
• Improved add-on billing behavior for subaccounts using QuickBooks-based billing.

Why It Matters

These enhancements reduce administrative friction, improve control, and make it easier to manage services across growing organizations.

Reporting & Data Accuracy

Reporting updates provide stronger visibility into team performance and operational activity.

What’s New

• Added user and representative details to reason-code and disposition-code reporting.
• Improved email engagement tracking through more consistent domain-level settings.
• Added proposal classification data that can support clearer financial and operational reporting.
• Strengthened activity, lead-stage, and account-login accuracy across customer records.

Why It Matters

More complete and accurate reporting helps leaders understand performance, reinforce accountability, and make better-informed decisions.

QuickBooks Integration Enhancements

The QuickBooks experience now offers better visibility, control, and billing accuracy.

What’s New

• Added clearer QuickBooks status indicators across contacts, proposals, and payment workflows.
• Enabled users to refresh synchronization when updated information is needed.
• Improved proposal-level control over synchronized defaults.
• Added classification support for more detailed financial reporting.
• Corrected add-on subscription handling for subaccounts that manage their own optional-service billing.

Why It Matters

These improvements create a more transparent and dependable connection between ClientTether and QuickBooks while reducing billing and synchronization errors.

Integrations & Platform Connectivity

We’ve strengthened connected workflows across voice, automation, proposals, and external systems.

What’s New

• Improved incoming-call routing for more consistent call handling across accounts and phone numbers.
• Added conditional webhook support for brand-specific workflows.
• Expanded proposal connectivity to support multiple proposals for the same customer.
• Added additional proposal and service information to connected-system responses.
• Introduced Adminify activation support through the ClientTether add-on experience.

Why It Matters

More reliable integrations help teams automate work confidently, maintain consistent customer experiences, and reduce manual intervention between systems.

Platform Stability & Performance

This release includes broader reliability improvements across frequently used areas of the platform.

What’s New

• Improved calendar performance and page responsiveness.
• Strengthened editor, template, and hosted-page reliability.
• Improved saving behavior across notes, fields, proposals, and account settings.
• Enhanced add-on availability and configuration consistency.
• Reduced unexpected behavior across pipeline, communication, and opportunity workflows.

Why It Matters

A faster and more stable platform means fewer interruptions, cleaner workflows, and a smoother experience for both teams and customers.

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

If you have feedback or questions, our team is always here to help.