Changelog

Follow up on the latest improvements and updates.

RSS

Overview
We’ve improved how form, survey, and quiz submissions are viewed, downloaded, and shared. This update introduces cleaner PDF layouts, more control over PDF attachments in notifications, and UI improvements across submission settings. Quiz results can now also be shared via email as a PDF.
✨ What’s New
1. New Submission Layout (Forms)
  • Updated submission layout for improved readability and consistency.
  • Optimized for both on-screen viewing and PDF generation.
2. PDF Download Options (New vs Legacy)
  • Added a dropdown selector instead of a tooltip.
  • Users can now choose between: New PDF layout (improved formatting) or Legacy PDF layout (existing format)
  • Available directly from submission views.
3. Email Notification: PDF Attachments
  • New “Send attachment” option added to notification settings.
  • When enabled: Submission details are automatically generated as a PDF
  • PDF is attached to notification emails
  • Works for forms, surveys, and quizzes.
  • Quiz results can now also be shared via email as a PDF. Quiz notifications now support two distinct PDF attachment options: Send Quiz Submissions as a PDF and Send Quiz Results as a PDF
🎯 Why This Matters
  • Automatically sends PDFs with submission emails
  • Cleaner layouts for easier reading and sharing
  • More control over what gets sent (submissions, results, or both)
Overview:
Based on feedback from Labs, this release improves overall UI clarity by enhancing color contrast, increasing feature visibility, and optimizing the placement of key page elements.
The functioning of the page remains the same overall. Users can now create new tags from the contact card section.
What’s New in UI
• Color Contrasts and Better Visibilty
Input fields have been made darker to make them stand apart from their respective field names (two shades of grey lighter). Customers can now easily differentiate this change as it was visually disturbing earlier
• Empty Fields
Fields without input are indicated by double dashes, and the color of input fields has been adjusted to be slightly darker than the field text to enhance readability.
• Folder Colors
The UI displays the folders with a grey background to differentiate between the existing fields and folders.
• Opportunities moved under Actions
This was the most requested feature. Customers wanted a simpler way to view and add new opportunities, and the new flow significantly reduces both the number of clicks and the time required. The entire card is now clickable.
• Tags Display
Tags addition pop up made wider and cleaner. The tags are now displayed completely. We can now expand and collapse the tags section
• Engagement Score
The score is now displayed next to the contact name in the contact card. On click of this score, it opens the engagement score section.
• Add Additional Phone and Email
This feature now resides inside the contact folder. Users don't have to search on the folder name anymore.
• Delete Contact
To improve usability, the three-dot menu on the contact card has been replaced with a delete icon, reducing the effort required to locate the delete action.

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Conversations 🗣️

🗣️ Conversations Page - UI Enhancements

Overview
We’ve rolled out a set of UI enhancements driven directly by feedback received from customers. These updates focus on improving clarity, usability, accessibility, and visual comfort on Conversations page, to help manage communications more efficiently.
How It Works
These enhancements are part of the CRM Redesign: Conversations + Contact Detail Page (Beta) in Labs.
To enable the new experience, go to Labs and turn on CRM Redesign: Conversations + Contact Detail Page (Beta).
If you have already enabled this Labs toggle, all the enhancements listed below will automatically reflect in your account, no additional action required.
What’s New & Improved
  • Richer Activity Logs: Activity entries now include more detailed context such as pipeline name, stage, and related information, making it easier to understand what changed and why at a glance.
  • Better Usability with Clearer Icons: Icon sizes across the UI have been increased to improve visibility and allow quicker recognition of actions.
  • Improved Bulk Select Experience: The bulk selection flow has been refined to make selection flow clearer and reduce confusion when managing multiple conversations.
  • Clearer Email Thread Visibility: When emails contain multiple threads, the indicator is now more prominent and easier to notice, making it simpler to locate at a glance.
  • Enhanced Visual Contrast: Background colors, font sizes and contrast levels have been adjusted to make conversations easier to scan.
  • Larger Snippet Selector in Composer: The snippet selector in the message composer is now larger, making it easier to browse, select, and insert snippets for faster and more efficient messaging.
  • Improved Translation Support: We’ve added translation support for previously missing strings, ensuring a more consistent and complete localized experience across languages.
We’d love to keep improving based on your input. If you have additional UI-related feedback, please share your feedback through Labs.

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Template Library 🖼️

🖼️ Introducing New Templates

We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customizable and professional, they streamline your workflow, saving you time and letting you focus on engaging your audience and driving results.
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What it does
You can now set the default builder for new workflows (Standard or Advanced) and decide who’s allowed to switch a workflow’s view between builders.
Why we’re doing this
Teams want flexibility in how they build. This update makes it simple to pick a default, grant the right access, and grow Advanced Builder feature usage at your pace.
We've upgraded the underlying AI model powering all Workflow AI Actions. This is a significant under-the-hood improvement that delivers noticeably better results across the board.
What's Improved
  • AI Translate — More natural translations that preserve tone and context
  • AI Summarize — Sharper summaries that capture key details without losing nuance
  • AI Intent Detection — Smarter detection with better understanding of nuanced queries
  • AI Decision Maker — Improved accuracy in complex decision-making scenarios
What This Means for You
No configuration changes needed , your existing workflows automatically benefit from the upgraded model. You should see more reliable outputs, fewer edge case errors and overall higher quality results from every AI action.
Content Cloning has been introduced in the New Courses Builder to help creators duplicate course items quickly and efficiently. This enhancement allows instant cloning of Lessons, Quizzes, and Assignments, including all associated content and assets, significantly reducing repetitive setup during course creation.
What’s Included
  • Content Cloning is available from:
  1. Course Outline View – Each Lesson, Quiz, and Assignment row now includes a Clone option.
  2. Editor Modal – The Clone option is also accessible from the sidebar overview.
  • Upon confirmation:
  1. A cloned item is created adjacent to the original.
  2. A progress modal is displayed during the cloning process.
  3. Typical completion time is ~1–2 seconds.
  • Cloned Content Details
The following elements are duplicated as part of the cloning process:
  1. Videos and all attached media
  2. Thumbnails (lesson-level and media-level)
  3. Descriptions and content body with exact formatting
  4. Quiz questions
  5. Assignment materials
Impact
Speeds up course creation by eliminating repetitive configuration.
Enables consistent reuse of structures across modules (e.g., recurring quizzes or assignments).
Original content remains unchanged; cloned items are fully editable immediately after creation.
What’s Next
Extend content cloning across Courses, enabling creators to import content from one course into another for an even more streamlined creation experience.

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Communities 👥

👥 Enable/ Disable a Community Group Tab

Introducing Customizable Navigation Tabs
Take full control of your community experience by choosing exactly which tabs appear in your community’s navigation bar, tailored to how you want members to engage
What’s New
  • Tab Customization for Admins
  • Community Admins can now enable or disable select navigation tabs directly from Community → Settings.
  • Six Core Tabs, Your Choice
Communities support six navigation tabs:
  • Discussion – All community posts (always on)
  • Learning – Courses and learning content
  • Events – Upcoming and past events
  • Leaderboard – Top contributors and engagement rankings
  • Members – Community members directory
  • About – Community details (always on)
Core Tabs Stay Put
To keep communities functional and discoverable, Discussion and About are mandatory and cannot be disabled.
All other tabs can be toggled on or off and instantly hidden from the navigation bar for all members of that community.
How to Use
By default, all tabs are enabled for every community
  • Navigate to Community → Settings → Show/Hide Tabs
  • Toggle tabs on or off based on your community’s needs
  • Changes apply immediately for all users in the community
🚀 Overview
Form tracking now captures more than just name and email.
External Tracking has been enhanced to detect, capture, and map custom fields from both HighLevel forms and standard HTML forms, with improved field-level accuracy.
✨ What’s New: Custom Field Capture
  • You can now capture a wide range of custom field types, including:
  • Single-line & multi-line text fields
  • Dropdowns (single & multi-select)
  • Checkboxes & radio buttons
  • Ratings & scores
  • Number, monetary & date picker fields
  • File uploads & signatures (metadata only)
  • Source, captcha & boolean fields
Fields are captured only when they:
  • Are visible on the form
  • Have a valid name attribute
What’s New?
You can now assign fillable fields in Documents & Contracts templates dynamically to the workflow "From user"
How to Use?
Step 1
  1. Create a Template with Sender Field - Go to Payments → Documents & Contracts → Templates.
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  1. Click New and open the template editor. Add a Signature or any other fillable field.
  2. Set “To be signed by” → Sender.
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  1. Save the template.
Step 2
  1. Use the Template in a Workflow. Open Workflows and add the action Send Documents & Contracts.
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  1. Select the From User (this controls email sending credentials).
  2. Choose your template with Sender fields in it. System identifies if the template has those fields.
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  1. Under Assign Sender Fields To, select:
  • From User → if the signer should be the workflow sender, or
  • Template Owner → if the signer should be the user who last updated the template.
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  1. Choose sending mode and channel (Email / Direct).
  2. Save and publish the workflow.
The system automatically checks and assigns the Sender field correctly before sending.
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