What’s new? v4.63 – Know where you’ve been and go back

v4.63.0 — Know where you are, and go back Opening a document no longer takes you away from where you were. A document from an opportunity, a signature or a quote is displayed right there, without traveling to the Documents screen and having to click your way back. The chat for opportunities and taxpayers…

v4.63.0 — Know where you are, and go back

• Breadcrumbs and “continue where you left off.” The app tells you where you are and offers to take you back to the last thing you opened.

Opening a document no longer takes you away from where you were. A document from an opportunity, a signature or a quote is displayed right there, without traveling to the Documents screen and having to click your way back. The chat for opportunities and taxpayers is now a full chat, like the one for projects: it answers with that opportunity’s documents, lets you attach files, reads links, researches the web and shows its sources.

Configure which sections a new project starts with (Settings → Project defaults) and which task views the instance offers (Kanban, Tree, List, Gantt, Sheet). Defaults only apply to NEW projects: existing ones don’t change. Custom fields can be shown on the record, without going into edit mode. It’s turned on field by field, and they start off turned off.

Calendar view inside the project (off by default). The assistant stops citing itself. Its old answers no longer go into the project search, and when you ask it something that spans several documents (“a table with the payments from all the annexes”) it now reviews all of them instead of answering with the first two or three.

• You can delete the original audio of a transcription without the transcription being orphaned and left out of the case file.
• Google Drive syncs again. A defect made the upload of any already-linked document fail; the pending ones will update on their own. Includes migrations that run automatically on update. Update backend and frontend together.

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