Slant business contacts and clearer usage tracking

See company names on calls with synced Slant business contacts, track subscription usage more easily, and keep conversations organized with clearer reminders and message alerts.

• Slant business contacts

  New

  Business contacts now sync automatically from Slant, helping you recognize incoming calls by company name.

• Subscription usage at a glance

  New

  View seats, messages, call minutes, and Outreach Engine credit usage from your Subscription page, with clearer allowance and overage tracking.

• Incoming message sounds

  New

  Hear an alert when a new message arrives in the web app, with a preference to turn sounds on or off.

• Middle names for contacts

  New

  Add and edit middle names in CurrentClient contact forms and see them in contact details.

• Reminders stay within reach

  Improvement

  A persistent Reminders tab with a conversation count makes snoozed conversations easier to find and revisit.

• Personal greetings after transfers

  Fix

  Unanswered transferred calls now play the recipient’s personal voicemail greeting, including for teammates without a personal inbox.

• Accurate team availability

  Fix

  Teammates now appear with their correct online status when you join a session, instead of incorrectly showing as offline.

• Stable conversation photos

  Fix

  Photos no longer blank out or resize during conversation refreshes.

• Wealthbox preferences preserved

  Fix

  Reconnecting Wealthbox now keeps your existing sync preferences, including completed survey syncing.

• Reliable Text Us follow-up

  Fix

  Website Text Us submissions now consistently open the conversation and mark it unread so your team can spot new inquiries.