CHANGELOG

What's new?

A rundown of the changes made to CurrentClient. Includes new features, improvements to the app, design updates, and bug fixes.

May 28 2024


Feature
Dark mode is here!
For the folks that work late your experience will be so much better now! We are really excited to have this available to everyone.

May 20 2024


Feature
Enable sound feedback!
Sound makes an app even more delightful when done right. We added the ability to have the a pleasant little sound play when you send a message.

May 15 2024


Feature
New Wealthbox sync options
We improved the integration with Wealthbox. You can now bring in your contact roles via a CurrentClient custom field.


Wealthbox sync upgrades

- Contact roles. You can now have the contact roles brought in, this is nice for additional segmentation
- Inactive status. If you want to bring over inactive contacts, you can now do that
- Task url. If you create a task from CurrentClient we now include the URL back to the conversation the task came from for quick navigation.

May 13 2024


Feature
Schedule message with quick options
We have made it easier to quickly pick a time for a scheduled message to go out.

May 12 2024


Feature
Scheduled messages on the dashboard
See the upcoming scheduled messages right on the dashboard!

May 10 2024


Feature
New conversation drafts
It is now easier to start a new conversation and if you want, you can now schedule a message for a brand new conversation

May 05 2024


Feature
Tracking "last contacted time"
We now track the last contact time on a client, so you can see who might be due for a quick checkin.

May 02 2024


Feature
Improved video creation
We made it easier to get a video in CurrentClient. You can now use a Loom video url, upload an existing video, or record right in our app.

April 20 2024

Enhancement
Redtail Upgrades
We are making the data flow even better for Redtail users.

- Contact category. This now flows in as a tag.
- Keywords. We add this as tags on the CurrentClient side now.
- Profile images. Data looks best with pictures, we now pull in the clients picture if its available in Redtail.

April 13 2024


Feature
Enhancement
Improved notifications setup
We have a pretty robust notifications setup, but sometimes it's too much. We have made it easier to get a notifications with our quick create options.

April 08 2024

Enhancement
Medicare Pro Upgrades
We are making the data flow even better for MedicarePro users.

- Preferred Language Tag. Now the language they prefer shows as a tag in CurrentClient so you can send different messages for different languages very easily.
- Inbox Notes. We can now read notes from MedicarePro and display them in the inbox for you.
- Policy Tags. A clients policy information now shows as a tags, with additional information, such as the year the policy was added and what type of policy they have.
- ALL CAPS auto formatted. In case you like writing in all caps for names, we will format them on the CurrentClient side so it looks better in a text message.
- Gender Tags. A clients gender information will not be a tag in CurrentClient you can use to filter on.

April 03 2024


Feature
Enhancement
Getting started guide!
When you know what to do its a whole lot easier to know what to do! We made getting started with the app so simple. We will help you know the next thing to do and nudge you along your way to being a CurrentClient pro.

March 16 2024


Feature
Enhancement
CRM Notes in the Inbox
We made it so simple to catch up on the latest with the contact. Inbox notes are right there where you need them for quick reference.

March 06 2024


Feature
Enhancement
Browser tab notification
Okay so this is small change but very nice to have. Now we can highlight when you have a message to view in CurrentClient.

March 01 2024


Feature
Enhancement
Better message preview options
Before you send a message its nice to get a preview, now its more straightforward with our improved message preview option. You can now quick click a team member and send them a preview. This was overly complicated at first, so we made it simpler. Win!

February 24 2024

Enhancement
A few tidy up things
No big app updates on this, but important none-the-less. The little details matter, so here are a few things that we improved:

- Message placeholder validation. Now you can be even more sure you put your field merges in correctly, since we take extra care we are making you got it exactly right
- Broadcast steps display. We made it even easier to send a broadcast by cleaning up a few of the navigation buttons and how we display the broadcast builder. Subtle, but matters.
- Automation email default. When you create an automation, you can have emails be sent to additional team members. This was a little confusing if you were a teammember on the account, so we made it more obvious.

February 12 2024


Feature
Enhancement
Sync any contact immediately
We have a powerful data sync that runs in the background everyday. However, you may need a contact to come in right away, so now you can search your CRM database directly and choose to sync a contact over. It's like a shortcut sync when you need it.

January 05 2024


Feature
Enhancement
Smart suppress compliance message
Making sure the compliance message goes out to everyone just got smarter. Now, if you are including the opt-language in your broadcast our system will be smart enough to not send the default one you have in place.

December 19 2023


Feature
Enhancement
Updated inbox action menu!
With the increasing options in CurrentClient, we needed to cleanup the action menu and make it a bit easier to get great content out to your clients.

December 10 2023


Feature
Enhancement
Inbox collaboration
See who is in the conversation and add private threads to add information so your team knows what is going on.

December 01 2023


Feature
Enhancement
Team mode
Get the team together and keep everyone on the same page.

September 26 2023


Feature
Enhancement
Wealthbox Custom Fields sync
Extends the data points coming into CurrentClient from Wealthbox with Custom Fields!

September 25 2023


Feature
Enhancement
Wealthbox Contact type selection
Choose which contact types you want to bring in so you can keep your CurrentClient list clean and focused on only relevant contacts

August 19 2023


Feature
Enhancement
☑️ Capture responses in Wealthbox
- Updated campaign and broadcast layout to be easier to use
- Updated client form templates layout
- Several bug fixes and improvements.

August 7 2023

Enhancement
✅ Assign task to user or team
- Added user or team assignment for a Wealthbox task
- Added task creation support for Redtail and MedicarePro CRM
- Added expired session timeout
- Several bug fixes and improvements.

July 18 2023


Feature
Design
📅 Allow editing a scheduled message
- Added ability to edit scheduled messages
- Improvement to onboarding process
- Several bug fixes and improvements.

Feature
Enhancement

July 12 2023

🔐 Adding additional security layer
- Added Multi-Factor Authentication to the site for those that would like to opt-in for additional security. We recommend it!
- Several bug fixes and improvements.

July 05 2023


Feature
Enhancement
☑️ Send task to Wealthbox
From a conversation call or message, you can send a task to Wealthbox to make sure the item gets handled.

July 02 2023

Enhancement
🗞 Adding this Changelog
We will begin tracking the releases and updates to the app on this page. What have we already added up to this point?
- Texting
- Calls
- Surveys
- Video
... and lots more

July 01 2023

Design
Enhancement
🌳 New CurrentClient.com site released
We have released this new site at CurrentClient.com to give visitors a better experience learning about