Release: Task Management ✅

You can now manage tasks related to your contacts and deals directly within Klipy. You can access tasks under Tasks page, or tasks tabs under each record pages - they will be automatically filtered to show tasks related to that record only.

Also, When interaction summary is created from the emails, Klipy will automatically create the action items into tasks for you - so that you don't miss out on tasks to follow up.

Upgrade: Note Editor 📝

We have significantly upgraded the note editor in the system as part of our UX enhancement and preparation for auto email drafting feature coming within the next 2 quarters.

Few main changes:

• More formatting options including font colors and highlights

• More embedding options including youtube and twitter.

• AI Completion and Assistant feature inside the note editor - You can choose from pre-set templates or type your own prompt for your content.