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Be able to add a comment, and add a file attachement,

In Review

Improve reminder

An Anonymous User

Option to upload files into the record profile like contracts and anything outside of invoices that are already synced via integrations…No need for custom build, a connector to GDrive and Sharepoint/Onedrive would be enough

Files option

Martin M

Our ICP needs 2 things: easy way to see invoices per each customer, be able to send newsletters to their customers in specific parts of a year (annual reporting, quarterly reporting)… By being able to make those newsletter emails easily right in the CRM, their workflow would be more centralised which is in favour of the CRM

Ability to create newsletters via visual editor

Is the plan to have the trail in two months?

Celine

The main task of working with the invoicing integrations is: See an Invoice and Send an Invoice (manually or automatically).Our current UI is complicated for those 2 main tasks.Thus, a simplification needs to take place, see proposal below<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="6a6f588050b3d1493a12c82a/post/6a7c58bb3d2ae00a8caf9d0f/019ff5b9-a301-73e2-b097-3b630feb6f55/b64u-U2tqZXJtYmlsZGUgMjAyNi0wOC0xMiBrbC4gMTMuMjYuNDEucG5n.png" data-featurebase-content-filename="Skjermbilde 2026-08-12 kl. 13.26.41.png" src="https://6a6f588050b3d1493a12c82a.featurebase-attachments.com/c/post/6a7c58bb3d2ae00a8caf9d0f/019ff5b9-a301-73e2-b097-3b630feb6f55/b64u-U2tqZXJtYmlsZGUgMjAyNi0wOC0xMiBrbC4gMTMuMjYuNDEucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260926T200000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260926%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=7027a3098983ce3def370ed8d28f4f9eebef5dc66f4e792f2d9057f5a34950fe">

Simpler implementation of invoicing integrations

Interactions <> Timeline are merged for the sake of simplicity

When I write the Chat/Assistant a message, it doesn't scroll down automatically to the message being written so everytime I ask something I need to scroll.

Auto scroll in AI chat

Cannot permanently delete a record (and bin has no copy saying anything - it is going to take 30 days to delete). Improve UX copy or implement permanent deletion.

Permanent deletion of records

Give examples, make it easier to onboard people per each integration

Improve the onboarding after integration is turned on

"add a reminder..." in english. Workspace language is norwegian

Cannot read the text here in light mode

English and USD are shown even though Norwegian is selected as the workspace language. I also couldn’t change the currency later after completing the onboarding steps.

Autopilot is explained in English, even though Norwegian is selected as the workspace language.

The same applies to the different statuses in Select and Multi-select fields. Ideally, all status options should automatically be displayed in the user’s selected language.<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="6a6f588050b3d1493a12c82a/post/6a7c5d2c58d2f8c45d8b8d50/019ff5ca-1e72-7335-8927-85579e2e201d/b64u-Tm9yd2VnaWFuX2xhbmd1YWdlOiByZWxhdGlvbnMgYW5kIHJlbWluZGVycyArIHN0YXR1c2VzLnBuZw.png" data-featurebase-content-filename="Norwegian_language: relations and reminders + statuses.png" src="https://6a6f588050b3d1493a12c82a.featurebase-attachments.com/c/post/6a7c5d2c58d2f8c45d8b8d50/019ff5ca-1e72-7335-8927-85579e2e201d/b64u-Tm9yd2VnaWFuX2xhbmd1YWdlOiByZWxhdGlvbnMgYW5kIHJlbWluZGVycyArIHN0YXR1c2VzLnBuZw.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260926T200000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260926%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=702e74d26e4ca4fabc8a876ea6165fe61bdb32403ee10d1d4c77f2868bbdfc4e">

Norwegian language selected: still "Relations" and "Reminders" is in english.

SoftSync