Changelog

Stay up to date with the latest improvements and updates to Client Cove. We release updates regularly to improve your experience.

May 2026

v2.9.14 — May 1, 2026

Resources

  • Resources now land in View mode after creation instead of auto-opening the editor — confirm the public-facing result immediately, then click into edit if needed
  • Fixed the drag-to-upload zone on file-resource edit pages — drop new files anywhere on the dropzone and they upload directly via async-upload.php

Settings

  • Application Settings menu collapses behind a toggle on tablet and mobile, with auto-collapse when you pick a tab and a label that updates to reflect the active section
  • Settings sub-menu labels are now visible on mobile (they were being hidden by a legacy CSS rule)

Dashboard

  • Bento grid layout now responds correctly on tablet and mobile: 3 columns at ≤1024 px, full-width single column at ≤768 px, with multi-row spans collapsing to 1 row so widgets don't leave gaps
  • Tightened widget padding and softened hover transforms on touch sizes

Documentation

  • Expanded Resources Library section — now covers all seven resource types, folder/workbench mechanics, file versioning, sharing, tags, permissions, and cloud storage configuration
  • Added complete Projects section — overview, creating, managing, board & list, files & transfers, templates, references, and permissions
  • Added complete Tasks section — overview, creating & editing, creating from projects/tickets/messages/emails, time tracking, and filters/views/bulk actions
  • Added Advanced Task Options page — recurring task carry-over rules, the Quarterly/Annual interval limitation, and a deep dive on the calendar week view (Sun–Sat boundaries, drag-to-reschedule, out-of-week task visibility)
  • Added Create Tasks via Email page — full SendGrid Inbound Parse setup, route configuration, for: and client: tokens, the four-step client resolution chain, attachment handling, and sender security
  • Added complete Contracts section (5 pages) — overview, creating contracts & templates with PDF field placement, sending with multi-recipient template flow, browser-based E-Signature with OTP and SHA-256 audit, plus permissions and management
  • Added complete Client Management section (5 pages) — overview of why clients are the hub, creating & CSV importing, the tabbed workspace, contacts & billing-contact designation, and full management/permissions/cascade rules
  • Added complete Locations & Assets section (6 pages) — overview, the Locations directory and workspace, the Assets directory and workspace, the encrypted Vault with PIN-gated access, automated maintenance reminders via daily cron, and the activity-log/audit infrastructure with full schema and capability matrix
  • Added complete File Transfers section (5 pages) — overview with comparison to standalone services, sending files (outbound), requesting files (inbound) with limits and file-type restrictions, Inside Projects, Tickets & Resources covering the one-click project upload link feature with Transfers In section and bulk Create Transfer flow, and the public-facing page with all three image-panel branding options (Picsum default, Unsplash feed, Custom slideshow). Cloud storage requirement called out at the top of every page.
  • Added complete Invoices section (5 pages) — overview with status lifecycle and feature integrations, creating invoices with full line-item / tax / discount / currency mechanics, sending with PDF generation (auto vs upload) and Email Designer template integration, Stripe Checkout & Payments covering the full setup (API keys, webhook endpoint, signing secret) and the client-facing payment drawer with Stripe Elements, recurring invoices and management (auto-send vs auto-draft, end dates, bulk actions, CSV export, full activity log)
  • Added complete Email & Campaigns section (4 pages) — overview comparing transactional vs campaign worlds, the visual Email Designer with all 9 block types and global settings, Transactional Emails covering all 22 notification types and the three-tier template fallback chain plus full SMTP/SPF/DKIM/DMARC setup guidance, and Email Campaigns with audience segmentation, batch sending via cron, open/click tracking pixel and link rewriting, pause/resume/cancel, unsubscribe handling, and CAN-SPAM/CASL/GDPR compliance notes
  • Added complete Crew Dashboard section (3 pages) — overview of the manager-only workload aggregation page, full walkthrough of the dashboard UI with crew picker / date filters / comparison vs detail modes / accordion drill-down / common workflow patterns, and setup & permissions covering page creation, the explicit-access (not role-based) model, the Crew Dashboard Managers Settings panel, feature-flag dependencies, and the two REST API endpoints
  • Added complete Developer Guide section (4 pages) — the child-theme-first philosophy and parent/child architecture, full tech-stack reference (WordPress + Vue 3.4 + Alpine + Tailwind v4 + Stripe + Pusher + multi-cloud storage + SendGrid), the practical "Working in the Child Theme" walkthrough with copy-paste recipes for CSS overrides, custom JS, template overrides, shortcodes, page templates, custom fields, custom post types, and sidebar menu items, and Hooks/Filters/REST API covering the standard WordPress and ClientCove-specific hooks, custom REST endpoint registration, application passwords for external authentication, webhook patterns, and common customization recipes
  • Reordered nav: Projects after Resources Library; Client Management after The Client Portal; Locations & Assets after Communication Tools; File Transfers after Tasks

February 2026

v2.4.0 — February 20, 2026

New Features

  • Real-time collaboration indicators on ticket pages
  • File preview support for additional document formats
  • Custom dashboard widgets (drag-and-drop layout)

Improvements

  • Faster file upload speeds (up to 3x improvement)
  • Improved search accuracy across tickets and files
  • Better mobile navigation with swipe gestures

Bug Fixes

  • Fixed an issue where notifications were not clearing after being read
  • Resolved a display issue with long file names in the sidebar
  • Fixed timezone display for users in non-standard time zones

January 2026

v2.3.0 — January 15, 2026

New Features

  • Email digest feature (daily or weekly notification summary)
  • Bulk file upload with progress tracking
  • Ticket templates for common request types

Improvements

  • Redesigned notification center with grouped alerts
  • Improved dark mode contrast and readability
  • Faster page load times across all sections

Bug Fixes

  • Fixed an issue with file version history not loading for some users
  • Resolved a bug where ticket comments could appear in wrong order
  • Fixed mobile keyboard overlay on message input fields

December 2025

v2.2.0 — December 10, 2025

New Features

  • Two-factor authentication via authenticator apps
  • File version history with one-click restore
  • Announcement pinning for important updates

Improvements

  • Enhanced security with TLS 1.3 support
  • Improved file organization with nested folder support
  • Better accessibility compliance (WCAG 2.1 AA)

Bug Fixes

  • Fixed session timeout issues on mobile devices
  • Resolved an issue with search not returning recent files
  • Fixed password reset email delivery delays

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