Type, Queue, and Category 1 filtering for Views
Users can now filter Views by Type, Queue, and Category 1, making it easier to organize and focus on specific work.
  • Type filter is available for ConnectWise-integrated workspaces.
  • Queue filter is available for Autotask workspaces.
  • Category 1 filter is available for Halo workspaces.
Views upgrades and bug fixes
Views are now more intuitive and real-time. Here’s what’s new:
  • 👀 Savable display settings: Users can now save Display tab settings (Layout, State, and Ordering) to a view and apply Personal settings to any saved view.
  • 🔎 More intuitive filtering: Filter operators “=” and “!=” are now labeled “is” and “is not” for better readability.
  • 🚀 Faster filtering: Filters now automatically include the “is” operator, making it quicker to apply filters - especially with a keyboard-first workflow.
  • 🔮 Magic Agents visibility: Users in the List layout can now see when Magic Agents is enabled.
  • 📫 Unread threads indicator: Views with unread threads now appear bold (instead of displaying a pink dot) and return to normal when all threads are marked as read.
  • 🌟 Magic Agent notes: Views with the Inbox layout now highlight threads where Magic Agents are actively engaged.
  • 🎨 Improved readability: Thread details now have better contrast for easier reading.
  • Channels sunsetted for new workspaces: Workspaces created on or after Friday, February 14, 2025, will no longer support creating or viewing channels. Flows continues to work as expected with Companion app creation and flow actions.
Bugs
  • The Company field now displays correctly in List and Inbox views for threads without a contact.
  • Company keyword search fix: Users can now search Views by Company-related keywords and get expected results.
  • Inbox refreshing fix: Threads in the Inbox layout no longer refresh unexpectedly, and scrolling now maintains page placement.
  • Filter behavior fix: The list of threads in a view now updates correctly after applying and clearing filters.
  • Accurate thread counts: The left sidebar now correctly reflects the latest thread counts for each view.