Bug Fix
Connect searches now include location spelling variants
Home searches now combine listings filed under abbreviated and spelled-out versions of the same place name.
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Product Updates & Releases
Bug Fix
An automation's Assign step no longer reports success when the contact did not move
An automation step assigning a contact to a group used to show Completed even though the contact never moved, naming an owner who had not changed. Assigning to a group now actually works, a step that cannot assign reports Failed and says why, the contact is left exactly as it was found, and the assignment is recorded as the automation's own rather than credited to a person who did nothing.
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Bug Fix
Imported phone types now match what your CSV said
A mapped Phone Type column was being applied loosely — several types were quietly turned into "Mobile", and on contacts already in your account the type was dropped altogether and showed as "Other". The type in the file is now the type on the contact.
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Bug Fix
Claim Reports Load After Contact Cleanup
Claim Reports now load normally when their date range includes contacts that were later deleted or merged.
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Bug Fix
Attachments on incoming emails are now saved to the contact's timeline
A PDF or other file attached to an email a contact sent you was silently dropped during sync — only embedded images were kept. Regular attachments on newly synced emails are now stored and show up on the email.
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Bug Fix
Android screen now locks normally while the app is open
On Android the phone would never sleep or lock while the Sure Send app was open. It now behaves normally, staying awake only during a call.
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Feature
Provision enterprise branches from private collections
Enterprise teams can install private collections into branches, choose a default for new branches, and customize the collections installed during branch setup.
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Bug Fix
Date Conditions in Automations Now Run
Automation and lead-flow conditions using "Was Less Than" or "Was More Than" on a date field now evaluate correctly, instead of silently stopping the automation.
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Bug Fix
Lead Flow and Automation Conditions Now Compare Custom Fields by Value
Number, date, and multi-select conditions in Lead Flow and Automation now compare by actual value instead of as text, fixing rules that misrouted leads.
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Improvement
Lead Flow no longer offers manual lead source creation
Settings > Lead Flow now lists only the lead sources the system creates itself, so pre-creating a source can no longer leave behind an empty duplicate.
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