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For those using the Salesforce Integration or Custom CRM plugin: the CRM information box in the visit details panel now appears near the top, alongside other key visit details like name and resources, instead of at the bottom. This makes important CRM data easier to find at a glance.

CRM info moved higher in visit details panel — 30 September 2026

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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