Changelog

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

September 2026

v4.72.0 — September 11, 2026

A redesigned User Management page

The whole User Management area has been rebuilt to match the rest of your portal, with the same clean look as your intake and project pages. Client Users, Contractors, Techs & Staff, and Permissions all work exactly as before — only the look and feel has changed.

• The page is easier to scan, reads better on smaller screens, and reopens on the tab you were last using.
• Nothing about who can see or do what has changed. Your existing users, roles, and permissions carry over untouched.

Clearer AI agent setup

For portals that use AI agents, adding an agent is now a guided flow rather than a form.

• Creating an agent walks you through what an agent is, what it is allowed to do, and which clients it should be limited to, so you can set one up without guesswork.
• You can start from a ready-made template and adjust from there instead of configuring every agent from scratch. Each template only turns on the tools an agent is actually allowed to hold, and tells you when a tool was left off.
• Fixed: an agent's assigned clients now always save and display correctly. Before this release an agent could be created but show "No clients" even when a client had been selected, and it would act as if it had no client access.

Nothing changes until you open the page. Your users, roles, and permissions are exactly as you left them.

v4.71.1 — September 8, 2026

Google file links: refinements

Follow-up improvements to linking Google Drive and Docs files, which arrived in 4.71.0.

• Messages: each linked Google file now sits directly under the message it was sent with, joined by a connector line, so it is clear which reply it belongs to. Expanding a file opens it at the full width of the conversation.
• Messages and tickets: a linked file now shows its real file name (for example "Proposal.docx") instead of a generic label, and appears on the message or reply right away without a page refresh.
• Resources: linked Google files are read-only while viewing a resource. You add or remove them from the resource's edit screen. This closes a gap where the add and remove controls appeared on the view screen.

Nothing changes until you link a file, and removing a link never changes or deletes the file in Google.

v4.71.0 — September 8, 2026

Link Google Drive files right inside the portal

You can now attach a Google Drive, Docs, Sheets, Slides, or folder link anywhere you share with a client: on a resource, on a brand-new message, on a message reply, and on a support ticket reply. Paste the share link and it appears as a titled card with the file's real name.

• Files such as Docs, Sheets, Slides, and PDFs get an "Expand preview" button that shows the file inline, without leaving the page.
• Every file and folder also gets an "Open in Google" button that opens it in a new tab. Folders open in Google rather than previewing inline.
• The card shows the file's real name automatically, for example "Proposal.docx", read from the shared link. A file shared with only specific people falls back to a generic name like "Google doc".

What it does not do:

• It does not upload, copy, or move anything. The file stays in your Google Drive and the portal only links to it. Removing a link never changes or deletes the file in Google.
• It does not change Google sharing and does not sign anyone in to Google. If a client cannot open a linked file, set that file's sharing in Google to "Anyone with the link", or share it to the client's email, and it will open for them.
• The inline preview depends on the viewer's browser allowing Google's cookies. If a preview comes up blank, the "Open in Google" button always works.

Nothing changes until you paste a link. There is no Google account to connect and no setup to do, so the feature stays out of your way until you use it.

v4.70.0 — September 8, 2026

ClientCove 4.70.0

Google Drive & Docs

• Link Google Drive and Docs files right into your portal. Paste a Google Drive, Docs, Sheets, Slides, or folder link onto a resource or into a message conversation and it appears as a card your clients can open in Google or preview inline — no downloading and re-uploading.
• A heads-up when a link isn't shared. If a linked file isn't set so your client can open it, ClientCove flags it with a "Check sharing" note, so you can fix the sharing in Google before your client hits a sign-in wall.

v4.69.7 — September 8, 2026

ClientCove 4.69.7

Messages

• Inserting a reference now works even when the person you're replying to isn't tied to a specific client, and in staff-to-staff threads. Staff can reference any client's items, so when there's no single client to narrow to, the picker searches everything you can access instead of coming up empty. When you're replying to a client contact, it still narrows to that client's items.
• Composing from an empty mailbox is easy again. When you have no messages (or none open), a "Send new message" button now sits front and center.
• No more sideways scrollbars in the message list or a conversation. Long subject lines are shortened in the list (the full subject shows when you open the message), and long links, embeds, and images in a conversation now wrap to fit.

v4.69.6 — September 8, 2026

ClientCove 4.69.6

Fixes

• The public Support page stays clean. Pinned items no longer appear on the /support/ page when you're signed in as staff — that page is a standalone public canvas, so the pinned side panel is now kept off it entirely.

v4.69.5 — September 8, 2026

ClientCove 4.69.5

AI assistant

• Your assistant keeps its name and face everywhere. The name and avatar you set under Settings → AI → Assistant Widget now appear on the pinned panel and the sidebar launcher too, not just inside the chat — so it never falls back to a generic "Assistant".
• The "Summarize this page" action is tidier, sitting on the assistant's status line instead of taking up its own row.

v4.69.4 — September 8, 2026

ClientCove 4.69.4

Pinned items

• Minimize a pinned item instead of closing it. A new minus button, next to the close button on a pinned panel, tucks it into a slim strip and it stays minimized as you move between pages — click the strip to bring it back. Minimizing keeps the pin; closing still removes it entirely.

v4.69.3 — September 8, 2026

ClientCove 4.69.3

Performance

• Messages stays fast as your account grows. The recipient picker no longer slows down as your team and client list get larger, and the message list now loads one page at a time instead of pulling your entire message history on every visit — so a big mailbox opens just as quickly as a small one.

v4.69.2 — September 8, 2026

ClientCove 4.69.2

Fixes

• Toolbar buttons on messages and tickets no longer go blank on hover. The pin, print, and more-actions controls now darken with a white icon instead of turning an unreadable white-on-white.

Changes

• On a message, Print and both delete options — delete for yourself, and, if you started the thread, permanently delete for everyone — now sit together under a single more-actions (three-dot) menu at the top of the conversation.
• The New message button now sits at the top of the open conversation, alongside those controls, rather than only above the message list.
• Message and ticket header buttons now share one consistent style, so the same control looks the same wherever you meet it.

v4.69.1 — September 8, 2026

ClientCove 4.69.1

• Pinned resources: opening a file from a resource pinned in the side panel now works — clicking a file preview opens the full-screen image/PDF viewer as it does on the resource page.

v4.69.0 — September 8, 2026

ClientCove 4.69.0

Ticket replies:

• Insert a reference: the ticket reply editor gains a reference button that lets you drop a link to a related resource, project, ticket, invoice, estimate or file transfer into your reply — searchable and scoped to the ticket's client.

• Send files onward: from a ticket's Files list you can now select attachments and send them to a project, add them to an existing resource, or create a new resource from them — the same file actions available in Messages.

• A cleaner reply toolbar and a redesigned submit button: the toolbar is now compact icons, and "Submit" is a split button whose caret opens a status picker (Open, Pending, In Progress, Hold, Closed) so you can set the reply's status in one place.

v4.68.0 — September 7, 2026

ClientCove 4.68.0

Tickets and message files:

• Pin alongside a ticket: opening a ticket with a pinned item now docks the pinned panel beside the ticket instead of hiding it, matching how the rest of the app handles pinned items.

• Cleaner ticket page: the buttons and status badges on a ticket are smaller and more condensed, so more of the conversation fits on screen.

• Message files reach their destination: sending a message attachment to a Resource or Project now actually adds the file (with its preview) to that Resource or Project. Previously the file could silently fail to appear.

v4.67.0 — September 7, 2026

ClientCove 4.67.0

More you can pin, and an assistant that reads the page:

• Pin invoices and estimates: open any invoice or estimate in the side panel from a new pin button on its page, and see a compact summary — number, status, who it's for, dates, line items and totals — with one click through to the full document. Their full pages also lay out correctly now when a pinned item is open, instead of being squeezed into a narrow column.

• Pin the assistant: a new button beside the sidebar "Pinned" heading opens the AI assistant in the side panel so it stays with you as you work. It includes a "Summarize this page" button that gives a short, plain-language summary of whatever page you're looking at — handy for getting your bearings fast.

• On asset and location pages, a long title no longer overlaps the client logo, and the title now scales to fit when the page is shown in a narrow side panel.

v4.66.0 — September 7, 2026

ClientCove 4.66.0

Working with a pinned side panel:

• Messages: opening the message list no longer hides the pinned item, and pinning an item no longer hides the message list. Whichever one you're not using tucks into a slim strip you can click to bring back, so both stay within reach side by side. The Files panel can also be collapsed to a slim strip to give the conversation more room.

• Account and Settings: when a pinned item makes these pages narrow, their side navigation now folds into a single dropdown at the top — the same style as the sidebar menu — so the page content gets the full width instead of being squeezed next to a nav column.

v4.65.0 — September 7, 2026

ClientCove 4.65.0

My Tasks in the sidebar panel:

• A new button beside the sidebar "Pinned" heading opens a compact My Tasks view in the side panel — Todos / All Tasks with Add task, Quick add, Bulk edit and Share. Expand any task to edit its note, due date, repeat, priority, time spent, client and tags without leaving the panel. The full task page remains one click away for everything else.

Dashboard:

• Dashboard widgets now reflow to the width of their area, so the dashboard looks right when it's shown alongside an open side panel instead of only reacting to the whole window size.

Resources in the side panel:

• Gallery, diagram, ad-group and web-preview resources now show a clean "open the full page" card in the side panel instead of a blank or stuck view, since those render best on their own page.

v4.64.0 — September 6, 2026

ClientCove 4.64.0

Resources:

• You can now pin a resource to the sidebar straight from the resources grid quick-view, without opening the full resource page. The pin button sits in the quick-view drawer header and shows whether the resource is already pinned.

v4.63.3 — September 6, 2026

ClientCove 4.63.3

Split-panel fix:

• When you open a pinned item's panel while already viewing that same item on the page, the panel no longer shows a blank "viewing this item on the page" placeholder. It collapses to a clean full-width page and re-opens automatically when you move to another page.

v4.63.2 — September 6, 2026

ClientCove 4.63.2

Resources in the split-panel:

• When a resource is opened in a pinned split-panel, its "Back to Resources" sidebar and related/attachments column are hidden so the resource content uses the full width of the panel.

v4.63.1 — September 6, 2026

ClientCove 4.63.1

Sidebar fix:

• Pinned items in the sidebar now reliably use the sidebar menu colour on every theme. On some colour schemes they were still picking up the site's link colour; this makes the menu colour win consistently.

v4.63.0 — September 6, 2026

ClientCove 4.63.0

Responsive record layouts:

• Assets, Locations and Tickets now collapse to a clean single column on phones, tablets, and inside a pinned split-panel — using tabs to keep every section reachable. The full-width two-column layout returns automatically when there is room. A pinned record on a wide screen no longer shows a cramped, squeezed two-column view.

Sidebar polish:

• Pinned items in the sidebar now use the same icon and text colour as the rest of the sidebar menu, instead of a mismatched link colour.

v4.62.5 — September 6, 2026

ClientCove 4.62.5

Settings polish:

• Every tab in the app settings navigation now shows an icon that matches its topic. Previously some tabs (Core Features, General, Design, Menus and others) rendered without an icon, leaving the menu looking unfinished.

v4.62.4 — September 6, 2026

ClientCove 4.62.4

Sidebar polish:

• In the chat view, the current-page selector button now uses the same text and icon colour as the rest of the sidebar menu, so it blends in cleanly instead of standing out in a slightly different shade.

v4.62.3 — September 6, 2026

ClientCove 4.62.3

Sidebar visual polish:

• The chat view's navigation dropdown now uses the same background as the sidebar menu, so the open menu blends in cleanly instead of standing out.
• On the Standard Block layout, the portal logo shows in the header as intended and no longer leaves an empty gap at the top of the sidebar.

v4.62.2 — September 6, 2026

ClientCove 4.62.2 — Sidebar toggle tint

A small visual fix: the active Menu/Chat toggle in the sidebar uses a lighter tint of your app's primary color so it reads as a subtle selection rather than a heavy fill.

v4.62.1 — September 6, 2026

ClientCove 4.62.1 — Sidebar polish and test coverage

A maintenance release. In the sidebar, the Pinned heading and your role now use the sidebar heading color so they read like the menu section headings instead of faint gray, and the active Menu/Chat toggle picks up your app's primary color. Under the hood this adds regression tests for the split-panel access gate and a local runner for the permission test suite.

v4.62.0 — September 6, 2026

ClientCove 4.62.0 — Split-view panels for pinned items

Open a pinned item in a panel beside the page you're on instead of navigating away. The panel opens on the side you choose, resizes with a drag bar, and stays put as you move between pages and refreshes. Resources, assets, locations, projects, tickets and message threads all open in the panel: tickets keep their full reply editor and a collapsible details sidebar, and message threads let you reply inline, jump to and highlight a message, and download attachments. Pin a message straight from its header, insert references when composing on a post, and on the Messages page the message list steps aside to make room for the panel.

v4.61.0 — September 6, 2026

ClientCove 4.61.0 — In-sidebar assistant, pinned items, page-aware chat

The sidebar now has an integrated Menu and Chat view. Pin the tickets, projects, resources, contracts, assets and locations you're working on to a Pinned section that persists across pages, and open the AI assistant right in the sidebar with context about the page you're viewing. Chat history persists across navigation and browser restarts. The collapsed rail shows centered icons and your avatar, and sign-out moves under your name with quick links to Account, Messages, Transfers and the Knowledge Base.

v4.60.2 — September 5, 2026

ClientCove 4.60.2

Quick access to the Crew Dashboard from the profile menu.

The profile dropdown (top-right, and the mobile sidebar version) now includes a Crew Dashboard link. Administrators see it at the top of the Admin section; assigned Crew Dashboard managers see it in their menu even without full admin access, so managers can jump straight to team oversight.

v4.60.1 — September 5, 2026

ClientCove 4.60.1

Outbound Email (Google Workspace / Gmail): clearer setup help.

The Gmail option now spells out where to get an App Password — with direct links to turn on 2-Step Verification and to Google's App passwords page — and notes Google's daily send limits (about 2,000/day on Workspace, fewer on personal Gmail), so you can pick the right provider for your volume.

Set it up: Outbound Email Setup.

v4.60.0 — September 5, 2026

ClientCove 4.60.0

Send outbound email through Google Workspace / Gmail.

Under Settings → Communication → Outbound Email, "My own outbound transactional email" now offers a third provider alongside SendGrid and Postmark: Google Workspace / Gmail. Enter your Google address and a 16-character App Password and notifications, magic links, ticket replies and invoices send over Gmail's SMTP (smtp.gmail.com, TLS). A "Test Connection" button verifies the sign-in.

Note: Gmail sends as the authenticated account, so your Sender Email must be that address or a verified "Send mail as" alias, and 2-Step Verification must be on to create an App Password.

Set it up: Outbound Email Setup.

v4.59.5 — September 5, 2026

ClientCove 4.59.5

Settings → License & Updates: the save/status message now appears below the page heading and above the Installed Version row, so confirmations show up in context rather than at the very top of the panel.

v4.59.4 — September 5, 2026

ClientCove 4.59.4

Consistent page titles across Settings.

Every Settings page now uses the same page-title heading — same size, weight, line height and spacing — so moving between Settings sections feels uniform. Previously each section styled its title differently.

v4.59.3 — September 5, 2026

ClientCove 4.59.3

Redesigned the Design Settings panel.

The two visual designers — Application Design and Login Page Design — are now the prominent pair at the top of Settings → Design, each with a plain-language description and a live preview, opening the App Designer and Login Page Designer. The logo and favicon uploads are grouped below under a "Brand assets" heading.

v4.59.2 — September 5, 2026

ClientCove 4.59.2

Fix: Settings navigation highlighted multiple items at once.

The Settings page's left navigation is grouped into collapsible sections (System, Appearance, Feature Settings, and so on), each its own tab set. Picking a tab in one group left the previously chosen tab in another group still highlighted. Now only the tab you're actually viewing stays highlighted, and any lingering highlights are cleared on load.

v4.59.1 — September 5, 2026

ClientCove 4.59.1

Fix: sidebar section highlighting.

• The homepage no longer wrongly highlights and expands the "Client Management" menu — only the Welcome item is marked active there.
• When you open a page inside a parent menu (Estimates, Invoices, Locations, etc.), that parent now stays expanded and highlighted while you're in the section, instead of collapsing.

v4.59.0 — September 5, 2026

ClientCove 4.59.0

Sidebar and portal UI polish.

• The main sidebar now highlights the section you're in — open a list like Tickets or Projects, or a single ticket, and its menu item stays lit (parent sections expand automatically).
• Tightened sidebar menu icons (size and spacing).
• My Tasks: tag chips show a smaller title and count, and their edit/delete buttons now appear only when you hover the chip.
• Messages: the Reply, Mark Unread and Delete actions are now clean icon buttons; Mark Unread uses an envelope-with-check icon.
• Projects: the list table is no longer all-bold, and the Last Modified and Status columns use a smaller, calmer size.
• Inline hint text (e.g. "Press Ctrl+Enter to send") is now a consistent size and weight across the portal.

v4.58.2 — September 5, 2026

ClientCove 4.58.2

Shared intake forms now appear in the Intake Manager for clients too.

Matching 4.58.1's search behaviour, a client's Intake Manager list now includes shared/global intake forms (those not assigned to a specific client) alongside the forms assigned to their client. Forms assigned to another client stay hidden.

v4.58.1 — September 5, 2026

ClientCove 4.58.1

Clients can now find shared intake forms in search.

Following 4.58.0's per-client search scoping, an intake form that isn't assigned to a specific client is treated as a shared/global form: every client can now find and start it from the header search. Intake forms assigned to a particular client remain visible only to that client.

v4.58.0 — September 5, 2026

ClientCove 4.58.0

Security: header search now scopes results to the client you belong to.

Previously the universal search could return records belonging to other clients to a signed-in client or contractor user. Search now filters every base result to what the viewer may actually see:

• Clients and contractors only get records for their assigned client(s) — projects, tickets, contracts, resources, assets, locations, invoices, intake forms — plus their own tasks, messages and file transfers.
• Looking up another client's record by number (e.g. "project 1021") no longer returns it.
• Marketplace items stay visible to everyone; staff, sales and reps are unaffected and continue to search across all clients.

Unknown record types are hidden from client search by default, so a future feature can't leak into a client's results before its access rule is set.

v4.57.0 — September 5, 2026

ClientCove 4.57.0

New: control what each audience can search, by area.

Under AI → Configuration → Search Options, a new "What each audience can search" panel lets you set every search area — People, Clients, Tickets, Projects, Tasks, Resources, Locations, Assets, Contracts, Intake Forms, File Transfers, Marketplace — to either Everyone or Staff only. "Staff only" hides that area from client and basic users while keeping it for your team, contractors, sales and reps.

Results are always scoped to what a user can access; this simply controls whether an area shows up in search at all. Everything defaults to Everyone, so existing installs are unchanged until you restrict an area.

v4.56.0 — September 5, 2026

ClientCove 4.56.0

Header search: searching a client now brings back everything for that client.

Search a company name and you'll see the client, its people, and its records across every area you have enabled — projects, tickets, contracts, resources, invoices, assets and locations — all in one result list.

Matching is now forgiving of spacing and punctuation: "So Cal", "Socal" and "So Cal Edison" all find the same client.

As always, results respect access — you only ever see the records of clients you already have access to.

v4.55.2 — September 5, 2026

ClientCove 4.55.2

Fix: projects now show their friendly name in the header search.

The search was showing a project's internal "Project N" title instead of the name you gave it. Projects now display their friendly name first, followed by the "Project N" reference — e.g. "Brand Review — Project 1021".

v4.55.1 — September 5, 2026

ClientCove 4.55.1

Fix: search results no longer show a project's number twice.

A project with no separate name was displayed as "Project 1022 — Project 1022" in the header search. Projects now show their title once; a project that does have its own name shows the name first, followed by its "Project N" reference.

v4.55.0 — September 5, 2026

ClientCove 4.55.0

Header search: searching a client now shows its people too.

When you search a company name in the universal search, the people at that client now appear alongside the client itself — so one search gets you both the account and its contacts. Selecting a person opens their contact card.

Who you can find is unchanged and still respects access: you only see the contacts of clients you already have access to.

v4.54.0 — September 5, 2026

ClientCove 4.54.0

Find people in the header search.

The universal search (the search box in the header, or ⌘K / Ctrl-K) now returns people alongside tickets, projects, resources and everything else. Search a name — or type "who is Jane", "user Jane", "contact Jane" — and matching people appear at the top of the results.

Selecting a person opens a contact card with their photo, name, client, subscription (if any), email and phone. Staff also see when the person last logged in.

Who you can find respects your access:

• Staff (team, sales, and reps) can search everyone.
• Contractors can search people at their assigned clients.
• Clients can search people at their own client and your internal team.

v4.53.0 — September 5, 2026

ClientCove 4.53.0

Jerry (your AI assistant) can now offer one-tap "Open" buttons for two more areas when you ask how to do something:

• File Transfers — jump straight to sending or managing secure file transfers.
• Campaigns — open Email Campaigns to build or send a campaign.

These join the existing feature buttons (Contracts, Invoices, Tickets, Projects, Resources, Estimates, My Tasks, Intake Forms). As before, a button only appears when the feature is available to you.

v4.52.0 — September 5, 2026

Assistant offers a button to open the feature

When the AI assistant explains how to do something, it now shows a button to open that feature (e.g. "Open Contracts") right in the chat — but only for features that are turned on for you. Works in both the pop-up assistant and the dashboard assistant.

v4.51.0 — September 5, 2026

Delete archived tasks

The Archived tab in My Tasks now has a Delete button on each task, plus a "Delete All Archived" button. Deleting sends the task to Trash (where it can be restored for a couple of days before it's permanently removed), so you can finally clear out old archived tasks instead of only being able to restore them.

v4.50.3 — September 5, 2026

Expanded assistant is ready to type

When you expand the AI assistant on your dashboard, the message box is now focused automatically so you can start typing right away.

v4.50.2 — September 5, 2026

Fix: assistant now actually creates the user/client on Yes

When you asked the assistant to add a user or client and clicked "Yes, do it", the account was sometimes not created on installs using their own AI key. That's fixed — confirming now reliably completes the action.

v4.50.1 — September 5, 2026

Expand the assistant on your dashboard too

The AI assistant widget on your dashboard now has the same expand button as the floating one — click it to open a larger, centered window with more room to work, and click it again (or click outside) to return it to the dashboard.

v4.50.0 — September 5, 2026

Expandable assistant + friendlier setup prompts

The AI assistant now has an expand button that opens it as a larger, centered window so you have more room to work; click it again (or click outside) to shrink back. When it helps you add a user or client, it now asks one question at a time instead of a long list, and shows role names in plain language (Client Standard, Client Admin) rather than internal codes.

v4.49.1 — September 5, 2026

Insert-reference popup sits over the message

The "Insert reference" picker now opens centered over the message window you opened it from, instead of floating in the middle of the screen away from the form.

v4.49.0 — September 5, 2026

Add users & clients from the assistant

Admins can now add a user or a client right from the AI assistant. It offers to either walk you through the details in chat — asking one field at a time — or point you to the User Management page for the individual form or a CSV import.

Note: creating a user or client through the assistant is now limited to administrators (Administrator, System Admin, Tech Admin). Previously any staff role could create a client this way.

v4.48.1 — September 4, 2026

Drop files onto the editor too

Drag-and-drop attach now works when you drop a file directly onto the message text area itself, not just the surrounding form — dropped files attach instead of landing inside the message.

v4.48.0 — September 4, 2026

Drag files in to attach

You can now drag files straight onto the New Message window or a reply and drop them to attach — the form highlights as you drag over it. The attachment button still works too.

v4.47.0 — September 4, 2026

Insert references when replying

The reply box now has the same quick tools as the New Message window — insert image, icon, attachment, reference, and proof — as clean icon buttons. Staff can insert a reference right in a reply: it searches the people on the conversation and drops in a link to their resource, ticket, file transfer, and more. The Label dropdown text was also resized to match the Subject field.

v4.46.1 — September 4, 2026

Cleaner message Subject field

Fixes the "New Message" compose window so the Subject label no longer sits on top of its own placeholder text. The label now floats up neatly as you type, and the To/Subject labels size to fit.

v4.46.0 — September 4, 2026

A more consistent message composer

The compose windows now share one look wherever you write a message. The composer you open from a resource, asset, location, ticket, or contract gets the cleaner, wider layout with the same recipient field as the Messages page, and the Messages composer picks up the tidy floating subject field and compact icon toolbar. Same buttons, same behavior — just consistent and easier on the eyes from every direction.

v4.45.0 — September 4, 2026

Reference a file transfer in a message

Staff can now attach a file transfer to a message from the compose window's "Insert reference" picker. Search a recipient's transfers by name and insert one as a chip that links straight to its secure share page — the same upload/download link you'd send otherwise. Results stay scoped to the recipient's client, and the option appears only when File Transfers is enabled.

v4.44.1 — September 4, 2026

v4.44.1 — Reference picker polish

The Insert Reference picker now opens cleanly above the compose window without a dimmed background.

v4.44.0 — September 4, 2026

v4.44.0 — Attach references to a message

Staff can now attach references to a message from the compose window: click Reference, search a recipient's resources, tickets, invoices, estimates, contracts, assets, locations, and intake forms, and drop them in as tidy chips — as many as you need. References are scoped to the recipient's client. Also in this release: a tidier, wider compose form (the Priority field was removed and the Label field gained a tag icon).

v4.43.1 — September 4, 2026

v4.43.1 — Tidier new-message form

The compose form on the Messages page has a cleaner, tighter layout: the recipient and priority fields sit on one aligned row, subject and label on the next, so composing a message takes less vertical space and reads more clearly.

v4.43.0 — September 4, 2026

v4.43.0 — Support tickets: attach files from the dashboard

Clients can now attach files when they open a support ticket from the dashboard — drag them onto the card or pick them (up to 5 files, 10 MB each). Site owners can turn attachments off per widget. The Ticket Form widget's default heading is now "Open a support ticket".

v4.42.0 — September 4, 2026

v4.42.0 — Ticket Form widget: priority & type

The dashboard Ticket Form widget now lets clients set a Priority and Type when they open a ticket. Every ticket continues to record who submitted it, when, and which client it belongs to.

v4.41.1 — September 4, 2026

v4.41.1 — Dashboard Ticket/Intake widgets: card styling

The Ticket Form and Intake Form dashboard widgets now render inside the standard dashboard card, with a titled header and tidier layout, matching the other widgets.

v4.41.0 — September 4, 2026

v4.41.0 — Dashboard widgets: open a ticket, start an intake

Two new dashboard widgets. The Ticket Form widget lets a signed-in client open a support ticket right from their dashboard — subject, details, done. The Intake Form widget adds a button that sends clients straight to an intake form you choose. Add either from the dashboard builder.

v4.40.0 — September 4, 2026

v4.40.0 — Create invoice: next number preview + correct issue date

The create-invoice screen now shows the actual next invoice number in the live preview (labelled "next"), instead of a generic "Auto-generated". It also fixes an off-by-one on displayed dates: issue and due dates could show a day earlier than the date selected, depending on your time zone — they now match exactly.

v4.39.0 — September 3, 2026

v4.39.0 — Set your own invoice numbers

Settings → Invoices now lets you choose your invoice number prefix, the starting number, and whether to include the year. Numbers you've already issued are never changed — the settings only affect new invoices, and a starting number acts as a floor so you can pick up where a previous system left off.

v4.38.0 — September 3, 2026

v4.38.0 — Mark invoices paid in one click

Mark an invoice paid straight from the invoices list — one at a time or several at once. Pick the payment method and date once and it applies to every selected invoice. Recorded payment methods now display correctly everywhere (for example, ACH / Bank Transfer).

v4.37.0 — September 3, 2026

v4.37.0 — Manage your company profile from your account

A new "My Company" tab on your account page lets you complete and update your company details — name, description, address, and primary/billing contacts — right where you manage your account, with a progress meter that celebrates as you fill it in. No separate form to chase down. While your profile is incomplete, a reminder appears in your To-Do Center; it clears itself once you're done.

August 2026

v4.36.0 — August 24, 2026

v4.36.0 — To-Do Center: estimates to review

The client dashboard To-Do Center now shows estimates that are waiting on your decision. When you have an estimate that's been sent to you but not yet accepted or declined, it appears in the To-Do Center with a Review link that takes you straight to it.

This completes the To-Do Center: in one place, a client now sees everything that needs their attention — onboarding forms to finish, invoices to pay, contracts and agreements to sign, and estimates to review — with the most urgent items first.

v4.35.0 — August 24, 2026

Contracts and agreements now appear in the client To-Do Center.

Sign and accept from the dashboard

• A client's To-Do Center now lists contracts awaiting their signature ("Sign") and agreements they need to accept ("Accept"), each linking straight to the document.
• Only documents actually assigned to that client show, and already-signed or already-accepted ones drop off automatically.

v4.34.0 — August 24, 2026

Unpaid invoices now appear in the client To-Do Center.

Pay from the dashboard

• A client's To-Do Center now lists their unpaid invoices (sent, viewed, or overdue) with a one-click Pay link — no login needed to pay. Overdue invoices are shown first.
• Draft and paid invoices are never shown, and a client only ever sees their own.

v4.33.0 — August 24, 2026

The client dashboard widget is now a To-Do Center.

Everything a client needs to act on, in one place

• The client onboarding widget is now the To-Do Center — a single widget that surfaces what the signed-in client needs to do. It starts with their onboarding, with a link to complete each form.
• More action items — invoices to pay, contracts to sign, estimates to review — are being added to it in upcoming updates, so it becomes the client's one-stop action list.
• It only ever shows the client's own items.

v4.32.0 — August 24, 2026

A "My To-Dos" widget for your clients.

Clients see what they need to do

• A new "My To-Dos" dashboard widget shows a signed-in client their own outstanding onboarding, with a one-click link to complete each intake. When a new customer logs in, they see exactly what to finish to get their account set up.
• It only ever shows the viewer's own tasks. Add it from the dashboard builder to a client dashboard.
• The existing staff widget is now labeled "Client To-Dos (staff)" — the staff view of every client's onboarding.

v4.31.6 — August 24, 2026

Fix: new customers can now complete their onboarding intake.

• After landing in their onboarding form, a new customer can now load, fill, save, and submit it. Previously the form showed "Failed to load intake configuration."

v4.31.5 — August 24, 2026

Onboarding intake access + widget visibility fixes.

New customers can open their onboarding intake

• A buyer clicking the link to their onboarding intake now lands in the form to fill it out, instead of being bounced to the dashboard.

Client To-Dos is staff-only

• The Client To-Dos widget now only ever shows to staff. It will not render for a client, even if it's placed on a dashboard a client can see — so one client can never see another client's onboarding.

v4.31.4 — August 24, 2026

Fix: all staff can send an intake (Request input / intake sharing).

• Sending an intake to a client — from the Client To-Dos widget's "Request input" button or the intake manager — now works for every staff role, not only core administrators and editors. Staff on custom roles (system admin, tech admin, technician, etc.) previously got a "not allowed" error.

v4.31.3 — August 24, 2026

Fix: Client To-Dos "Request input" now works on the dashboard view.

• The "Request input" action on the Client To-Dos widget now works when viewing a saved dashboard (not just specific page templates). Send an intake to a client straight from the widget.

v4.31.2 — August 24, 2026

Fix: the Client To-Dos widget's "Request input" now sends reliably.

• The "Request input" button on the Client To-Dos widget now works on the live dashboard. Send an intake to a client straight from the widget.

v4.31.1 — August 24, 2026

Fix: the Client To-Dos widget now shows in the dashboard builder.

• The Client To-Dos widget introduced in 4.31.0 wasn't listed in the dashboard builder. It now appears and can be added to a dashboard like any other widget.

v4.31.0 — August 24, 2026

A new Client To-Dos dashboard widget.

See what each client needs next

• A new Client To-Dos widget for your staff dashboards lists customers whose onboarding isn't finished — the intake they still need to submit — with a one-click link to open it.
• Right from the widget you can send any of your intake forms to a client to request more input, without leaving the dashboard.
• Add it from the dashboard builder like any other widget, and set how many rows it shows.

v4.30.0 — August 24, 2026

Buyers become client users automatically.

A purchase now creates a real client

• When someone buys a plan or product, they're set up as a client user (Client Basic role) and given their own client record — so they land on the client dashboard and menus, not a bare subscriber view. It happens in one step; no switching roles afterward.
• If the buyer already has a client (an existing customer, or your staff buying something), their role and client are left exactly as they are.
• A new buyer's client is first named after them, then updated to their company name when they complete onboarding — no duplicate client records.

v4.29.4 — August 24, 2026

Orders now has a card in Admin Utilities.

Find and toggle Orders from the launcher

• The Admin Utilities grid now includes an Orders card, alongside Estimates, Invoices, and Product Manager. Open your customer orders — subscriptions and one-time purchases from your plans and products — directly from there.
• Like the other feature cards, it has an on/off switch, so you can enable or disable the Orders feature right from the launcher instead of digging through settings.

v4.29.3 — August 24, 2026

Customers can always view their own orders.

Receipts stay accessible

• A customer can now open an order they placed — their own receipt — even when the staff-facing Orders feature is turned off in settings. Before, the order page showed an "order management is currently disabled" message to the buyer.
• The Orders feature toggle still controls staff order management exactly as before; only a buyer viewing their own order is exempt.

v4.29.2 — August 23, 2026

Cleaner onboarding email for new customers.

One welcome, not two

• When someone buys a plan or product that has an onboarding form attached, they're guided through setting their password and into the form right on the page, and they get your onboarding email. The extra "Login Details" set-password email that used to also go out is no longer sent for these purchases — it was redundant and could confuse a brand-new customer.
• Purchases without an onboarding form are unchanged: the buyer still gets the "Login Details" email to set their password.

v4.29.1 — August 23, 2026

Password setup and reset now stay on your branded login page.

Branded password flow

• When a new customer sets their password — including a buyer who purchased publicly through guest checkout — the link in their welcome email now opens your styled ClientCove login page, not the plain WordPress screen.
• Password resets do the same: the "set a new password" link lands on your branded page instead of stock WordPress.
• The "forgot password" request page (enter your email to get a reset link) is now branded too, so the whole sign-in and password flow matches the rest of your portal.
• Nothing to set up — this applies automatically to every password email your portal sends.

v4.29.0 — August 23, 2026

Set up onboarding by asking — the assistant can now build intake forms and connect them to what you sell.

Create intake forms with the assistant

• A new assistant action builds a complete intake form for you: give it a title and the questions to ask, or start from one of the built-in templates for onboarding a client or capturing a resource, an asset, or a location. The form is created as a draft and opens in the form studio for you to review.
• Questions are described in plain terms — short text, paragraph, multiple choice, yes/no, image upload, file upload, and address — so you can lay out a form in a single request.
• New forms are only ever created as drafts. Nothing is sent to anyone and no form goes live until you review it and assign it yourself.

Connect a product to onboarding, hands-free

• The assistant can now attach an intake form to a product or plan and set its onboarding email, so a public purchase registers the buyer and starts their onboarding — the whole setup can be done in a conversation, end to end.
• Connecting an intake stays opt-in per item. A product with no onboarding intake behaves exactly as it did before, and you can disconnect one at any time.

Staff only

• Creating forms and connecting products are staff actions. Client and contractor logins cannot reach them, through the assistant or the connected tools.

v4.28.0 — August 23, 2026

Sell to the public and onboard the buyer automatically — a purchase can now register a new client and start a custom intake, all without you lifting a finger.

Post-purchase onboarding

• Connect any product or plan to an intake form: edit the item and set Onboarding Intake. When someone buys it, they are guided into that form to get their project started.
• A customizable email carries them there. A new Onboarding email template is added to the Email Designer, editable like any other, and each product can point at its own template if you want different wording per plan. Leave it and the default is used.
• The email's button opens the intake directly — the buyer completes it without hunting for anything.

New buyers register themselves

• When a brand-new customer buys publicly, the thank-you page walks them through finishing their account: they set a password and enter their company name, and that creates their client record automatically. No manual client setup on your side.
• Company name is all that's asked at this step — everything else about their project belongs in your intake, where it's yours to design.
• Buyers who close the tab get an email link back to the same finish-setup page. The link is single-use and personal to them.
• A returning customer who already has an account and company is recognized — no duplicate setup, and their purchase attaches to their existing client. They simply get the onboarding email and a Start onboarding button.

Staff can see onboarding at a glance

• An order shows its onboarding status — which intakes were sent and which are complete — both on the order page in your portal and on the order's admin screen.

Automation trigger

• A new automation event, An order is completed (purchase), is available in the Automations builder, so you can layer your own follow-ups — assign a task, notify an account manager — on top of any purchase.

A note on setup

• Public purchasing needs a checkout page: assign the Guest Checkout template to any page (Pages → the template dropdown). Without one, plan buttons send visitors to log in instead of buy.
• Connecting a product to an intake is opt-in per product. Products with no onboarding intake behave exactly as before — nothing changes until you wire one up.

v4.27.3 — August 23, 2026

A security fix for shared resource links. Update promptly.

Security: resource pages now validate their share link

• Resource pages did not check the share link before rendering, so a visitor who was not signed in could view a resource without a valid link. Assets and locations were not affected. With this update, resources validate the link's code, active status and expiry exactly as assets and locations always have, and an invalid link goes to the login page.
• This also means the Require a PIN to view setting now works on resource share links — previously the PIN gate never appeared on resources. Assets and locations were already gating correctly.
• No action needed beyond updating. Valid share links keep working unchanged.

The PIN gate asks only for the PIN

• The email field is gone from the PIN entry form — on share links, QR stickers, the embedded support form, everywhere. The PIN alone identifies its owner; the email was an extra step that added nothing for the visitor.

A note on older shares

• A share link created before PIN gating existed carries no PIN setting, and deliberately stays open so links already in your clients' hands keep working. To gate one, open that record's Share Settings and save — the setting turns on and says so before you save it.

v4.27.2 — August 22, 2026

A tidier message composer that follows your app's colors.

The floating composer

• The compose window now takes its colors from your Application Designer settings instead of staying white — the window itself, the message body, and the editor area all follow the app background and footer colors you designed. Portals that have never saved app-designer styles keep the white look they have today.
• Tighter padding around the editor, so more of the window is your message.

The linked-item badge

• When a message is linked to a resource, asset, project, location or contract, the reference used to sit in a full-width blue bar under the subject. It is now a compact pill inline with the insert and attach buttons, showing just the item's name — hover it for the type, and the X still unlinks exactly as before.
• Long names truncate with the full name in the tooltip, and on a narrow window the pill wraps to its own line rather than squeezing the buttons.

Under the hood

• The composer's script is now cache-busted on every theme update. Previously a browser could keep running the old script after an update until its cache expired — if you have ever updated and not seen a composer change until a hard refresh, this was why, and it is fixed for all eight pages that load the composer.

v4.27.1 — August 22, 2026

Icons for the login page's custom links, and a Login Designer layout fix.

Link icons

• Each custom link in the Login Designer can now carry an icon — arrows, chevrons, external link, house, person-plus, envelope, telephone, globe, credit card, cart, star — placed before or after the label. The natural pairings: an arrow ahead of "Back to our website", a person-plus after "Sign up here".
• Icons take the link's color automatically, including a color you picked in the designer, and preview live as you choose.
• The icon list is fixed on purpose: only icons from the picker ever render, and choosing none leaves the link exactly as it was in 4.27.0.

Login Designer fix

• The Top Link and Bottom Link controls in 4.27.0 rendered their fields crushed side by side behind a horizontal scrollbar. They now lay out properly — one field per row, with the icon, destination, and button-style rows appearing only when they apply.
• This was a display problem in the designer only. Links configured through the broken layout were saved and rendered correctly on the login page all along.

v4.27.0 — August 22, 2026

Two custom links on your login page — styled your way — and tighter bot protection.

Custom links in the Login Designer

• The Login Designer now has two link slots: a top link above the form heading (the "Back to our website" spot) and a bottom link under the form (the "Don't have an account? Sign up" spot).
• Label and destination are fully yours. The bottom link can point at the built-in registration page — it tracks your registration-page setting automatically — or at any custom URL, such as a paid signup or sales page.
• Each link renders as a text link or a button, with a color picker and, for buttons, a solid or outline style. On a solid button the text color flips black or white automatically so it stays readable on any fill. Leave the color empty and the link uses your theme's default look.
• Everything previews live in the designer as you type and pick.
• Nothing appears until a slot has both a label and a destination. Existing login pages are unchanged until you configure a link — there is no default content in either slot.

Bot protection on sign-in, scoped tighter

• Cloudflare Turnstile has protected the login, registration and forgot-password forms since it was introduced in Settings → Authentication, invisible on login until repeated failures make it show a visible challenge. This release scopes it tighter: a verification token minted on one form no longer passes on another — registration tokens cannot be replayed against login.
• Hostname checking is available for the strict-minded: verification can require the token to have been solved on your own domain. It is off by default and log-only, because on proxied or aliased installs a wrong hostname guess would lock everyone out; enable it with the cove_turnstile_enforce_hostname filter once you have confirmed your setup.
• Nothing changes on upgrade. If Turnstile is off, it stays off. If it is on, the only new behavior is the cross-form token rejection — and tokens from pages loaded before the upgrade are tolerated during the transition, so nobody mid-session is locked out.
• A reminder for local development: a Turnstile sitekey only works on the domains you allowed in Cloudflare. If your login page's browser console shows error 110200, add that domain — or localhost — to the widget in your Cloudflare dashboard.

v4.26.0 — August 22, 2026

Invoices your clients can pay in one click — no portal login, no friction.

Payment links

• Every invoice now has a payment link: copy it from the invoice list (the link icon) or let the invoice email carry it. Anyone with the link sees that one invoice — read only, with the payment form ready — and can pay by card without an account or a sign-in.
• The emailed Pay Now button uses this link and opens the payment form on arrival. One click from inbox to card form.
• The link grants exactly one invoice's page and its payment, nothing else: not your invoice list, not other invoices, not the PDF download. A visitor who wants the PDF copy sees "Log in to download a copy" instead of a button that dead-ends at the login page.
• The link is minted once and stays stable, so re-copying it never breaks the copy already sitting in a client's inbox. Payments made through it are verified with your payment processor before the invoice changes state, and the amount always comes from the invoice itself.
• A payment link is not a password. Anyone who has it can view and pay that invoice, exactly like a resource share link — treat it accordingly.

Sending asks instead of failing

• Sending an invoice for a client with no billing email on file now asks you for one on the spot, with a checkbox to save it to the client so you are asked once, not every time. The address is saved only after the email actually sends.
• Invoice emails now go to the client's designated billing contact first, then the client's email, then an assigned user — previously the billing contact field was never consulted.

The attached PDF is always current

• The invoice email now renders its PDF fresh at every send, so the attachment always carries the current design and the current numbers. Previously it attached the last stored file, however old — an edited invoice could go out with an outdated PDF.
• Invoices with an uploaded PDF are untouched: your uploaded file attaches exactly as-is.

Offline payment

• New in Settings → Invoices: Offline Payment Instructions — bank transfer details, where to mail a check, a phone number. Set it and it appears in invoice emails under "Other ways to pay" (together with the invoice's own payment terms) and beside the card form on the payment page.
• Leave it empty and nothing changes: card payment stays the only offer.

Refreshed invoice emails

• The built-in New Invoice, Payment Received and Overdue Reminder templates got the polished look: branded banner header, your logo above the content, a Pay Now button that needs no login, and the payment-instructions section.
• Templates you have edited in the Email Designer are not touched. Only the stock templates, unmodified since install, are refreshed — anything you customized stays exactly as you left it, and the new payment-instructions variable is available in the designer if you want to add it yourself.

v4.25.0 — August 18, 2026

Download a whole selection as one zip, and tell the resource types apart at a glance.

Download as zip

• Select resources on the index and the action bar now offers Download as zip alongside Move, Tag and Delete.
• You get one archive with a folder per resource, named after it. Files that share a name across different resources stay apart, and it is obvious which came from where.
• Files, bundles and galleries contribute their files. Web previews, design imports and ad groups contribute the original zip they were built from.
• It respects "Offer the original zip for download". A design with that switch turned off is left out of the zip, exactly as it is left out of its own page. Selecting it is not a way around the switch.
• Some resources have nothing to download — articles, FAQs, color sets, diagrams, videos and apps have no file set. Those are named back to you, with the reason, before the download starts. Select only those and it says so rather than building an empty archive.
• It only ever includes what you can already see. Up to 100 resources at a time.

Every resource type has its own color

• Web previews, design imports, ad groups, diagrams, files, bundles, galleries, videos, color sets, articles and FAQs each carry a color on the resources index. The top of the card is washed in it and the icon confirms it, so three web previews read as a set from across a grid.
• Image cards keep their thumbnail, inset slightly so the color still frames it.
• The colors are yours to change. In the Add Resource modal, each type now has a small swatch — click it to pick a different color for every resource of that type, shift-click to put it back. Only administrators can change them, and a change applies to everyone on the site.
• The palette sits outside your brand colors on purpose, so a white-labeled portal keeps its own look and these stay readable against it.
• Two fixes in the same area: web previews had no icon at all on the index, and color sets were the one type whose card never picked up its tint.

Share Settings only asks what applies

• Require a PIN to view and Link Expiration now appear once Activate Public Link is on. Both describe how a public link behaves, so neither means anything before there is one. Off, the panel is a single switch.
• Nothing changes for links that already exist, and nothing changes about how they work — this is only what the panel shows you.
• Labels and the expiry options are smaller, so the whole form fits on screen without scrolling.

The embed form's third step is optional

• Tie it to one asset or location is marked Optional and folded away. Steps 1 and 2 give you a working support form; open step 3 only when you want a QR sticker link or a snippet bound to one specific record.
• Everything inside it is unchanged, and any embed already on a customer's site keeps working exactly as before.

v4.24.2 — August 18, 2026

A single new control: whether a design's original zip is offered for download.

Offer the original zip for download

• Web previews, design imports and ad groups all keep the zip they were built from, and all three have always offered it to viewers as a download. Edit mode now has a switch per resource: Offer the original zip for download.
• Turned off, the download buttons disappear from the preview. Viewers can still look at the design, page through its screens and resize it — they are just not handed the source.
• It does not make the file private. The zip is stored at a public address, so anyone who already has that link — from an earlier visit, a copied URL, browser history — can still fetch it. The note under the switch says so. Treat it as "don't offer this", not as "this is now secret".
• Nothing changes on upgrade. Downloads stay on for every existing resource, and stay on until someone turns one off.

v4.24.1 — August 17, 2026

A repair release for Web Preview, plus one thing it was missing.

The Web Preview edit panel now works

• Its Default viewport and Entry screen dropdowns did not save. Replace Design Zip did nothing when clicked or dropped on. The clear button, the retry button and the status refresh were equally inert.
• One cause behind all of it: the panel's JavaScript sat inside a region of the edit page that gets rebuilt as it loads, which removed the script before it ever ran. The markup was fine, which is why the panel looked complete and did nothing.
• If you have been re-uploading a zip to change which screen opens first, you no longer need to.

Delete a screen from a Web Preview

• Multi-screen previews now list their screens in edit mode, each with a delete button. Deleting one removes its HTML file and drops it from the preview.
• Shared images, CSS and scripts are left alone, because the remaining screens are still using them.
• Deleting the screen that opens first moves that to whichever screen is now first, and tells you which. The last remaining screen cannot be deleted — a preview with no screens is not a preview, so use Clear to remove the whole thing.

A Web Preview's description now appears

• Anything typed into the description field on a web preview or design import rendered nowhere at all. It now shows below the preview, formatted the same way descriptions are on every other resource type.

Access PIN screens explain themselves

• The PIN screen now says why it asks for an email: it identifies which account's PIN to check. Without it a six-digit code is shared across everyone who holds one, so the email is what keeps a PIN worth something.
• Added "Don't know your PIN? Find it in your account under Security", which opens in a new tab so nobody loses the form they were part-way through.

Nothing in this release changes a setting or turns anything on. If you are not using Web Preview resources, there is nothing here that affects you.

v4.24.0 — August 12, 2026

A release about the people who are not sitting at the portal: the technician standing in front of a broken machine, the client contact on someone else's website, the person you sent a share link to. Each of them can now be recognised — and each can report a problem against the exact thing they are looking at.

Access PINs

• Every user can hold a six-digit access PIN, from Account → Security → Access PIN. Administrators can set one on a user's behalf.
• A PIN is not a second password and does not sign anyone in. It answers "who is this?" in front of a single form, so the portal can record who did something and file it as them. That is all it does.
• Each entry opens exactly one thing. A session for one asset cannot be reused on another asset, or on a support form, or anywhere else.
• Sessions are short-lived, every entry is rate limited, and changing a PIN immediately invalidates everything it had open.

A support form you can embed on your own site

• Tickets → Embed form gives you a snippet to paste into a customer's website. Someone there enters their PIN and files a ticket straight into your portal.
• The form is served from your portal inside a frame rather than built into their page, so nothing else running on that site can read what is typed into it.
• You choose who may embed it. One origin per line on that same screen. Until you add a site, nobody can embed the form anywhere — the safe default, and deliberately not "allow everyone".
• The snippet can be tied to a single asset or location, so requests arrive already attached to the equipment they are about.

QR access for assets and locations

• Each asset and location has a scan link you can print on a sticker, from the same Embed form screen. Scan it, enter your PIN, and you see that record plus a way to report a fault against it — no login, no app.
• The code on the sticker carries only which record it is. It holds no key and no PIN, because a sticker on a wall is readable by anyone in the room and often ends up in photographs. A scanned code on its own is worth nothing.
• People see only what their account already allows. A PIN belonging to one client cannot open another client's asset, whatever is in the link.

"Require a PIN to view" on share links

• Share Settings on Resources, Assets and Locations gains a Require a PIN to view switch. With it on, the link alone is not enough — the visitor identifies themselves first, and you know who looked.
• It is still a public view of that one record. The PIN does not sign anyone in and opens nothing else.
• New shares get it on by default. Links you have already sent are not touched. Turning it on retroactively would have broken every live link from the recipient's side with no warning, so an existing share keeps working exactly as before until someone opens its settings.

A support form on asset and location pages

• Assets and locations can carry a "Report a problem" form on their own page, filing a ticket already attached to that record.
• Off by default. Switch it on per record under Edit → Settings → Show the support form on this asset/location, which appears once asset or location tickets are enabled in Core Features. Nothing changes on upgrade: no existing record starts accepting reports until you ask it to.
• On a public share view the form takes the place of the Tickets tab, labeled Support Form — a list of the record's ticket history was never what an outside visitor came for. Signed-in viewers keep the Tickets tab.
• Signed-in staff and clients file directly. Someone on a share link is asked for their PIN first, unless the share was already PIN-gated, in which case they are recognised from that and not asked twice.
• There is no anonymous route. Someone the portal cannot identify cannot open a ticket. The ticket belongs to the record's client, not to whoever noticed the problem, so a fault on a client's equipment lands in the right place even when your own team reports it.

Seeing who has been looking

• Assets and locations gain a Viewed From Outside panel above their activity log: everyone who opened the record without signing in, by code or through a PIN-gated share link, with who, when and where from. The record keeps its most recent fifty.
• Visible to anyone who can edit the record, so a client administrator sees it for their own equipment and nobody else's. It does not widen when a record is shared — sending someone a link never shows them who else has opened it.

Field notes from a shared page

• Someone who unlocked a shared asset or location with their PIN can now add an entry to its activity log, if their own account was already allowed to. The PIN identified them at the gate; that identity used to be discarded the moment the page rendered.
• Nothing widens. Whatever an account could do signed in it can do here, and whatever it could not it still cannot. Entries are attributed to the person behind the PIN, never to "unknown".

Fixes

• The embedded support form now explains itself when it cannot load. Pasting the snippet into a site that has not been added to the allowed list produced an empty space and nothing else — the browser refuses the frame before any portal code runs inside it, so there was nothing left to report the problem. It now replaces itself with a note naming the exact origin to add.
• The share settings dialog was being written into asset and location pages twice, which also re-ran QR code generation on every page load.

v4.22.0 — August 11, 2026

Last login times are now correct and consistent everywhere.

The fix

• Sign-in times could be recorded in either the site's local time or UTC depending on which piece of code happened to run last, so the same login could be stored — and shown — hours out. Sign-ins are now recorded one way, every time.
• Last login now displays in your portal's own timezone on every screen that shows it: the user management tables, client screens, the crew dashboard activity feed, and the account and profile pages.
• Existing records are corrected automatically as they are read. Nothing needs re-entering, and no times are lost.

If a login has ever looked like it happened at the wrong hour, or two screens disagreed about when someone last signed in, that is what this fixes.

v4.21.0 — August 11, 2026

Ask the assistant who has and has not been signing in.

What is new

• Ask the AI assistant questions like "who logged in most recently?", "which client users have never signed in?" or "who has not been back in 30 days?" and get an answer from the portal's own records instead of scrolling User Management.
• Narrow the answer by role, by client, or by a name or email search, and set your own time window.
• Available to administrators, system admins and tech admins only. Everyone else cannot ask it, so no one can find out when a colleague — or someone at another client — last signed in.
• Also available to Claude and other connected AI tools through the MCP connection, with the same restriction.

Worth knowing

• These are sign-ins, not activity. The portal records when someone logs in, not what they do afterwards, so a person who signed in a few weeks ago and has been using the portal daily since will still show that earlier sign-in. The assistant says so when it answers.

v4.20.0 — August 10, 2026

Turn core features on and off straight from Admin Utilities.

Admin Utilities used to be a read-only launcher: a card for a switched-off feature was grayed out, and turning it back on meant a trip to Settings, finding the right tab, flicking a switch and saving. The switch is now on the card itself.

What is new

• Every feature card carries an On/Off switch. Flip it and it saves immediately — no Save button, no page reload.
• Switching a feature off grays its card out on the spot; switching it on brings it straight back.
• Clicking anywhere else on a card still opens that feature, exactly as before.
• Admin Utilities and Settings stay in step. A change made in either place shows up in the other.

Only administrators see the switches. System Admins and Tech Admins still get the launcher, but changing core features stays where it always was — with full administrators.

Cards for features that depend on more than one setting keep working as before and have no switch: Crew Dashboard follows Tasks, Tickets and Projects together, and Cloud Files depends on which storage provider is configured.

v4.19.0 — August 10, 2026

Redesigned invoice and estimate PDFs.

The PDF your client downloads has been rebuilt from scratch. It now matches the look of the portal instead of trailing years behind it: a clear headline amount, a status chip, a clean hairline line-item table, and a totals card that puts the emphasis where it belongs.

What is new:

• Invoices and estimates now share one design, so a client who receives both sees a consistent set of documents.
• Line-item details can now be a bulleted list. Start a line in the Details field with a dash and it renders as a bullet; existing single-line details are unchanged.
• The status is always shown on the document, so an overdue invoice reads as overdue at a glance.
• The document picks up your brand color for the total, and automatically darkens it if it would be too light to read on paper.
• Payment details, terms and notes are still included, restyled to sit quietly alongside the totals rather than competing with them.
• Bulk invoice downloads now produce exactly the same document as a single download; previously they used a different page size.
• Every page prints on US Letter, and long invoices repeat the table header and never split a line item across a page break.

Existing PDFs are regenerated automatically the next time they are downloaded, so nothing needs to be re-issued by hand.

v4.18.0 — August 10, 2026

A maintenance release. There are no changes to the portal itself — this version only improves the internal tooling that builds and publishes updates, making failed publishes report their cause instead of failing quietly.

No action is needed beyond applying the update.

v4.17.0 — August 10, 2026

Invoice imports handle real-world exports from other billing systems, and client matching is smarter about company names. This release also carries the unreleased 4.15.1 and 4.16 work.

Import invoices without editing the file

• A FreshBooks "Invoices Export" now imports as-is. Previously the importer only accepted its own column names and rejected the file outright.
• Column names from FreshBooks, QuickBooks and the portal's own format are all recognised, so exports drop straight in.
• Line descriptions and their longer detail text are both preserved rather than one being dropped.
• Per-line tax and per-line percentage discounts from the source file are converted into the invoice's tax rate and discount amount, reproducing the original totals.
• A missing rate is worked out from the line total, so partial exports still import.

Client matching

• Client names now match across legal-suffix variants, so "Acme Inc", "Acme, Inc." and "Acme Incorporated" resolve to the same client on import instead of creating duplicates.

v4.15.0 — August 9, 2026

Leads captured in LeadCove CRM can now become clients in the portal, and dashboards get a layout control. This release also carries the unreleased 4.14 work.

Converted leads arrive from LeadCove CRM

• When a lead is marked converted in LeadCove CRM, it can be handed straight to the portal as a client record — no re-typing, and no export-import round trip.

Dashboards

• A per-dashboard option to hide the title heading, for dashboards where the heading only repeats what the page already says.

July 2026

v4.13.0 — July 27, 2026

A polish-and-hardening release: the product system is easier to find and set up, Resources search reaches further, and a cross-client visibility bug in Resources is fixed.

Product Sales Tools

• The "Marketplace" feature is now called Product Sales Tools — the same system, named for what it does: a catalog of plans and products, reusable groups, block-based landing pages, and guest or signed-in checkout.
• The Product Manager hub and the checkout page now create themselves automatically when the feature is switched on, so upgraded installs never land on a missing page.

Resources search that reaches further

• Inside a folder, an active search or filter now shows a scope toggle: search just this folder, or everywhere across all folders.
• Searching everywhere from inside a folder keeps a read-only "also in this folder" strip in view, so you never lose your place. One click returns to browsing.

Fixes

• Resources visibility (important). A client viewing all resources with a type or tag filter applied could, in some cases, see resources belonging to other clients. Client visibility is now enforced independently of any filter, so a filter can only ever narrow what a client sees. Folder views were never affected.
• The Invoices index page now stays selected after you save Core Features.
• Admin Utilities gained an instant filter box once there are enough cards to warrant it.

v4.12.0 — July 24, 2026

The product system grows up: sell to the public, build landing pages the way you build dashboards, and manage it all from one hub. This release also carries the unreleased 4.10 and 4.11 work — read it as one upgrade.

Product landing pages — a new page builder

• A new Product Page type built from blocks: hero, rich text, plans, products, groups, comparison table, testimonials and dividers, arranged in a full-screen drag-and-drop studio — the same building experience as dashboards.
• Every block declares its audience: everyone, public only, members, or specific clients and client segments. One page can serve logged-out visitors, logged-in clients and individually targeted clients, with per-client pricing and exclusions so an item never appears twice with conflicting offers.
• Preview exactly what each audience sees — a public visitor, any member, or one specific client.
• Per-block appearance controls for background, padding and alignment. Public visitors get a clean standalone page; logged-in users see it inside the portal.
• Default Plans, Products and Marketplace pages are created for you, and your existing URLs keep working. Existing layouts and product groups migrate automatically — nothing is deleted.

Product Manager — one hub for everything you sell

• One place for the catalog (plans and products with search, filters and stat cards), reusable groups you can drop onto pages and dashboards, and your landing pages with 7-day view and buy counts.
• Create plans, products, groups and pages from a single New button, and start from a ready-made preset: a pricing page, a services overview, or a client offer.
• The old separate product manager and subscription layout builder are retired. Every path now lands on the hub.

Sell to the public

• Flag any item public and it appears on your public catalog and landing pages, browsable and buyable by visitors without an account.
• Guest checkout creates the customer's account on purchase: they pay, receive a set-password email only after payment succeeds, and land in the portal as a client.
• Client-assigned items can never leak publicly. Visibility fails closed at every layer, and only staff can flip the public flag.

Also in this release

• Schedule a landing page to go live: give a draft a date and time and it publishes itself, even if nobody is looking.
• Place any product group on any dashboard as a widget.
• Lightweight page analytics — views by audience and buy-button clicks.
• Client segments: group clients once, then target or exclude whole segments anywhere audiences appear.
• Fixed: deleting an item failed silently for everyone, including administrators.

v4.9.0 — July 9, 2026

File transfer notifications now actually send, and every outbound email the portal attempts is recorded in a log you can search.

File transfer emails: fixed at the root

• Creating a transfer never triggered a notification email — the docs promised it, but only a manual button existed. Inbound file requests now email the recipient the moment the request is created, and outbound transfers email once every file in the batch has finished uploading. Never on a partial batch, so nobody receives a link to an incomplete transfer.
• "Notification email sent" used to appear even when nothing was sent, because the send result was never checked. The resend button and the creation toasts now report the truth: success names the recipient, and failure says so and points you at your mail settings.
• Failed sends are recorded in the transfer's history alongside the successful ones.

New: the Outbound Email Log

• Every email the portal sends is logged: recipient, subject, type, the related record, which service actually carried it, and the outcome — sent, or failed with the exact error. Message bodies are never stored.
• Ask the AI assistant "did the transfer email to jane@example.com go out yesterday?" and it answers from the real send record, filterable by recipient, subject, status, type and date.
• Entries are cleared automatically after 180 days, and an administrator can purge the log at any time.

v4.8.1 — July 7, 2026

AI Polish: resilient and polite

• Polish now retries on the standard model tier when the fast tier is unavailable — fixing plans where Polish failed while other AI features worked — and failures show a friendly toast ("Your draft is untouched — please try again in a moment") instead of a browser error dialog. Upstream failures are now always logged with the provider's actual error.

Tickets index: laptop fix

• Removed the redundant Category column (already shown in the Subject cell), gave Subject a guaranteed minimum width, and kept compact columns on one line — narrow screens scroll instead of squishing.

v4.8.0 — July 7, 2026

Crew Dashboard: task assignment

• Create tasks for any crew member or client user from the roster — one person or several at once. Assignees get a designed email + bell notification; managers complete/edit inline; delegated tasks show an "assigned by" chip.
• New Your To-Dos dashboard widget: open tasks, due-date sorted, one-click complete — perfect for client dashboards.
• The AI assistant and MCP can assign too ("add X to Dena's tasks"), gated to crew managers.
• Crew surfaces show first/last names instead of email display-names.

Tasks: related items, client-scoped

• Tasks can reference tickets, projects, invoices, estimates, assets, locations, intakes, and marketplace items — clickable links with identifying numbers, a picker in the Add Task modal, and server-enforced client scoping (a client's item only relates to that client's tasks; clientless tasks adopt the item's client).

Connect Claude from your account page

• A new Claude tab on the Account page lets non-admins connect Claude to the portal (per-user OAuth — Claude acts as them, with their permissions). Admins choose who sees it: admins only, staff, or everyone.

Resource fixes

• New resources without a folder no longer land in Trash; update_resource can create folders (including a client's scoped library); MCP confirmation flow fixed for add_user/write_notes.

v4.7.0 — July 7, 2026

Day-of-week automations

• Weekly schedules accept multiple days ("every Mon/Wed/Fri at 9:00"), and a new on_day_of_week condition lets event automations act only on chosen weekdays ("if a ticket opens on a weekend, escalate"). The AI assistant and MCP understand both from plain language.

MCP: full tool coverage (97 tools)

• The MCP bridge now exposes the portal's entire tool registry — campaigns, email templates, estimates, invoices, payments, assets, locations, reports, queries, subscriptions, and more — with the same permission scoping, act-as guards, and confirmation flows as the native assistant.

Fixes

• Edit-project modal shows a live Active / On Hold chip, and projects with a never-set active flag no longer read as deactivated (saving untouched used to silently put them On Hold).

v4.6.0 — July 6, 2026

AI can act as another user

• Every AI/MCP tool accepts an optional _act_as user ID — replies, board cards, and notes are authored under that user's name and avatar. Guarded by the same rules as View as User (capability + strict role hierarchy), enforced for the tool too (acting as a client can't unlock staff tools), and fully audited with both identities.

Kanban boards, end to end

• New create_board_list tool adds columns to a project board, and update_board_task can now move cards between columns — an assistant can build a board and walk cards through it.

Resources: edit and delete

• New update_resource (title, description, type, URL, publish/draft, move between folders) and delete_resource (trash by default; admins may force-delete). Same client-ownership rules as reads.

Project scope, writable

• New get_project_scope / set_project_scope tools manage the objective, in-scope/out-of-scope lists, deliverables, and constraints. Updates are partial — untouched fields survive.

Assets: records and files

• New create_asset / update_asset tools mirror the portal's asset editor, and image_url / file_url fetch a remote file server-side and attach it to the asset — no upload step needed.

Quiet user provisioning

• add_user gains send_invite: false (create the account without the invitation email), plus first/last name, username, and a role option capped strictly below your own level. Also fixed: MCP email invites previously always failed with "missing fields."

v4.5.0 — July 6, 2026

Email deliverability, fixed at the root

• Ticket emails carried two Message-ID headers — Gmail rejected them as RFC-invalid and the provider then silently suppressed the recipients, killing all later email to them. One Message-ID now ships per message (threading intact), and suppressions were cleared.
• New Deliverability Check in Settings → Outbound Email: see whether an address is on the provider's suppression lists (bounces, blocks, spam reports) and clear it with one click. The page also shows which email transport is active.

Resources: search by file type

• Searching tiff, PDF, or jpg (aliases included) finds files of that type — even inside folder resources — not just title matches.

Knowledge Base: System tab browses the catalog

• The System source tab (renamed from the raw docs hostname) now shows all official documentation grouped by topic instead of a blank page, with a friendly fallback when the docs site is unreachable.

Notifications: real management tools

• Delete individual notifications, Clear read, or Clear all — plus settings shortcuts on both the notifications page and the bell dropdown that deep-link to your notification preferences.

Dashboard

• Marketplace Items cards no longer clip their action buttons in narrow layouts.

v4.4.0 — July 6, 2026

AI: resource collections (folders)

• New list_resource_collections tool — the assistant can list and search your resource folders (staff see all; client users only folders holding their resources), and list_resources accepts a folder filter with sub-folders included. "What's in the Proposals folder?" now just works, in chat and over MCP.

Ticket update emails: delivery fixed

• The batching rate limiter allowed one ticket email per 15 minutes total — one email muted every other ticket. Batching is now per-ticket and only counts emails that actually sent.
• Batched and quiet-hours notifications were queued for a daily summary that never existed — a real daily 5 PM digest now delivers them.
• Status changes from the ticket page sidebar now send templated notifications (previously they emailed no one).

Client access: keyless-client 404s self-heal

• Clients created via MCP, AI, REST, or import never got a tenant key, so their users hit 404 on every single ticket, resource, and project. Keys now generate themselves — at creation, on upgrade, and on-demand on first page view — and content stays reachable through its client relationship even without a key.

v4.3.1 — July 5, 2026

• Knowledge Base images fixed. Documentation images from docs.clientcove.io now render correctly in the in-portal KB reader (previously showed as broken images).

v4.3.0 — July 5, 2026

Email Designer: estimates + layout controls

• Estimate emails are now designable. Estimate sent, accepted, and changes-requested notifications render through Email Designer templates, with a new Estimates category, default templates, and estimate variables.
• Left-justified layout. A new Layout setting lets a template sit directly on the recipient's own mail-client background — logo, text, buttons, and footer left-aligned — instead of the classic centered colored page.
• Cleaner defaults. The colored top bar on headers is off by default (toggle it back for the gradient banner), a new toggle removes the container border & shadow, and the corner-style control hides when the border is removed.
• The preview tells the truth. Builder preview, preview window, and the sent email now render identically — logo, button styles, and layout settings included.

Tickets: status, visibility, and email fixes

• "Open" now means open. Status filters (AI tools included) treat New and Reopened as open, and 18 tickets stored with a corrupted status format — invisible to every filter — were healed, with the root cause fixed.
• No more 404 on your own ticket. Tickets created from the portal form, AI, MCP, or intake were invisible to their creators because client-scope keys only synced on wp-admin saves. Keys now sync on every creation path (projects and locations too), with a one-time backfill.
• New-ticket confirmations use your template. The "support request received" email now renders through the Email Designer instead of raw HTML, and ticket admins no longer get a duplicate untemplated copy.
• AI ticket replies appear instantly on open ticket pages and are logged in the ticket history timeline.

v4.2.0 — July 5, 2026

AI everywhere: campaigns, assets, locations (12 new tools — 85 total)

• Email campaigns by AI. Draft, update, and inspect campaigns (with open/click stats), preview exactly who a campaign reaches (opt-outs included) without sending, and — admin-only — send or schedule with a confirmation that states the real recipient count.
• Smarter template authoring. The AI reads the full {{variable}} reference instead of guessing, can author marketing templates for campaigns, and can restructure templates — adding, removing, and reordering blocks.
• Assets & locations. List, inspect, and search both — scoped to each user's clients — and link them to tickets by name.
• Every new tool lands simultaneously in the native assistant, the MCP server, and automation action steps.

Chat history

• The dashboard AI widget saves every conversation. A new history panel lists your last 30 sessions — reopen any of them and continue with full context, or delete them. "Clear" became "New conversation" and keeps the old session.

AI reliability

• Bulk ticket replies with a single confirmation ("respond to all open tickets" previously staged nine confirmations and completed none).
• Estimates & invoices created by AI now total correctly (previously $0 until manually edited), default their dates, and come back with a clean link.
• Yes/Cancel confirmation buttons now render on all AI provider types, and honesty guards prevent the assistant from claiming actions it never performed.
• Fixed a bug where any conversation involving a no-argument tool call failed on every following turn.

v4.1.0 — July 5, 2026

Ticket email notifications, rebuilt

• Your templates, everywhere. Ticket emails (new ticket, new reply, status change, assignment) now render through the Email Designer transactional templates. The right audience gets them — owner, assignee, ticket admins, subscribers — never the person who made the update, and internal techs-only notes are never emailed to clients. Per-user notification preferences, quiet hours, and rate limits are respected.
• Reply to the email, update the ticket. With inbound email enabled, notifications carry a Reply-To onto your inbound address and real threading headers — clients answer from their mail app and the reply lands on the ticket conversation. Subjects carry the [Ticket #N] key so replies thread reliably.
• New-ticket emails notify the staff side from every creation path (portal, intake, email, MCP, AI), with a new New Ticket Created template type in the Email Designer.
• AI replies join the thread. Ticket replies made through the AI assistant now appear in the portal conversation like any typed reply, support techs-only internal notes, and trigger the same notifications.

Client access fixes

• Fixed client users hitting 404 on single resource pages — including resources assigned to their own client and ones they created. Client keys now self-heal, with a one-time automatic backfill.
• Clients can only delete their own resources — deleting a teammate's resource shows a clear message naming who added it.
• Fixed the magic-link rate limiter locking users out with "Try again in 0 minutes."

v4.0.0 — July 5, 2026

Folder-tree uploads

• Drop a folder, keep its structure. Dragging a folder onto Resources now asks: Recreate folders, Flatten, or Cancel. Recreate builds matching portal folders — nested subfolders included, up to 4 levels — and uploads each file into its folder. Same-named existing folders are reused, client folders pass their client scoping down to new subfolders, and the option appears only for users who can create folders.
• No more broken image previews. TIFF, HEIC, Photoshop, Illustrator, and camera-raw files show their type icon instead of a broken image on cards, list rows, and in Quick View — and any preview that fails to load (expired link, missing file) falls back to the icon too.

v3.9.0 — July 5, 2026

Resources, redesigned

• New resource cards. Every resource type gets a consistent card: a preview area (thumbnail, file-type icon, video play button, color swatches, or gallery tiles), an always-visible type chip, hover quick-actions, colored tag dots (hover for the name), and a meta row with file count, size chip, date, and the client-access indicator. The list view becomes a proper table with sortable-feeling columns and horizontal scroll on narrow screens.
• Quick View is now a drawer. Click the eye and a panel slides in from the right — the library stays visible behind it. Browse with the ‹ › buttons or your ← → arrow keys through the current folder/filter ("4 of 30"), press Esc to close. Videos play inline, color palettes show a swatch wall, files get secure download rows with Download All, and articles/FAQs open with the first few sentences of the document.
• Drop folders to upload. Drag a folder from Finder or File Explorer onto the Resources page and every file inside — including nested subfolders — uploads into the current folder (structure is flattened; OS junk files are skipped). Empty or unreadable drops now explain themselves instead of failing silently.
• Light and dark mode are both first-class throughout, mapped to your install's palette.

v3.8.0 — July 5, 2026

Application Design

• Logos that follow the theme. Upload a dark logo/icon and the portal swaps it in automatically when the mode changes — in the App Designer preview and across the live portal.
• Live layout preview. Switching Standard Block ↔ Cove Dock in the designer now repositions the logo immediately, before saving.
• Dark mode readability (Beta). Headings, cards, panels, and status chips across the portal now adapt properly in dark mode. Both Modes and Dark Only are labeled Beta in Theme Mode Options; Light Only remains the default.
• Unified the header search and theme-toggle icon sizing/colors, and fixed a state bug that could hide the logo under a forced light/dark policy.

v3.7.0 — July 4, 2026

Admin Utilities

• One home for the admin toolkit. A new Admin Utilities page shows a launcher grid of 22 core-feature cards — each with a one-line description, grayed out when its feature is disabled in Core Features, hidden when your role can't access it. See Admin Utilities.
• A tidy account menu. The long admin link list in the account dropdown is replaced by a single Admin Utilities link (just above System Settings), and Knowledge Base — under whatever display name you've given it — moves up with your everyday items, below Transfers.

v3.6.0 – v3.6.2 — July 4, 2026

Knowledge Base, redesigned

• Navigation that stays with you. The topics rail and search toolbar now persist while reading an article — search from anywhere, jump topics without going back, and see the article's topic highlighted. Every KB view shares a consistent header, and you can rename the Knowledge Base (say, "Help Center") under Settings → Core Features — every heading and breadcrumb follows.
• Rich article editing. The article body is now a real rich-text editor with Visual and Code (HTML) tabs, in a cleaner two-column edit screen. The AI Draft with AI helper fills the editor directly.
• Article image & video. Give any article a main image (uploaded straight to cloud storage — no media library detour) and a video (YouTube, Vimeo, or a direct file). Media sits beside the article on wide screens and above it on smaller ones, with minimal player chrome.

Official ClientCove docs, inside your portal

• With the Official Product Docs source enabled, articles from docs.clientcove.io open inside your Knowledge Base — your branding, no external bounce — and links between docs articles stay in-portal.
• The AI assistant cites in-portal articles when it answers "how do I…" questions from the official docs. Which roles get docs-grounded answers is controlled by the new Product Docs column in AI data access.

AI assistant polish

• Replies now render clean paragraphs, bullet lists, and numbered steps reliably in both the floating chat and the dashboard widget.
• Actions that change data ask for confirmation exactly once, with tap-to-confirm Yes / Cancel buttons in both widgets.

v3.5.0 – v3.5.9 — July 3, 2026

Automation recipes

• Start from a recipe. A catalog of ready-made automation starters — pick one, fill in the blanks (client, threshold, schedule), and it builds the automation for you. Every automation also gets a plain-English description, and you can import / export automations as JSON.

AI assistant reliability

• Fixed the confirmation loop where saying "YES" re-asked instead of committing; destructive actions now commit server-side on your confirmation.
• "Create a task for client Smithsonian" now attaches the right client by name.
• Feature & data access by role settings now save reliably (previously they could silently revert), with role matrices that keep the Role column pinned while you scroll.
• New per-role Product Docs access controls which roles get answers grounded in the official documentation.

Polish

• Automations screens use the standard page container with consistent dialogs and toasts; fixed dead links on the Subscribed Services settings page.

v3.4.0 — July 3, 2026

Automations grow up — wait steps, digests, and enterprise-grade guardrails:

• Wait steps — "wait 3 days, then continue" (or wait until a date from the triggering record). Automations pause and resume on their own.
• Activity digests — a Generate Report step rolls up recent activity for a client or your team into a ready-to-send summary; pair with a weekly schedule for automatic client digests.
• Branching & variables — a Stop step ends a run early when conditions are met; Set variable names a value later steps reuse.
• Reliability & safety — failed steps land in a reviewable dead-letter queue instead of failing silently; runaway caps, per-automation rate limits, and secret redaction are built in.

v3.3.0 — July 2, 2026

• New trigger: "On a schedule, for matching records." Automations can watch your data over time — find every ticket, subscription item, project, or client that matches your conditions and run the steps once per record. Routine "find the ones like this and act on each" work now happens on its own.

v3.1.0 – v3.2.0 — July 2, 2026

• Bill your logged hours automatically. Mark tasks Billable, log time as usual, and an automation drafts the invoice when a client's un-invoiced hours hit your threshold — or on a set day each month.
• Nine new event triggers (messages received, inbound email, ticket updates, and more), plus automation steps that notify people and assign work — react to what happens in the portal and finish the job.

v3.0.0 — July 1, 2026

• The AI Ecosystem release. Every AI capability in ClientCove is now a single catalog of permission-scoped tools available identically to the in-portal assistant, Claude via MCP, and automations — one permission model, one audit trail. The assistant and MCP can do more (estimates, invoices, richer project and client actions), and documentation search gained semantic retrieval.

June 2026

v2.65.0 — June 30, 2026

Estimates

• Estimate status now follows actions (send, client response, conversion) instead of a manual dropdown — statuses always reflect reality.
• Estimate templates — save a line-item structure once and start new quotes from it.
• Convert-to-invoice improvements round out the quote → approval → invoice flow.

v2.64.0 — June 29, 2026

Estimates (new)

• Send quotes your clients can approve. The new Estimates feature lets you build a line-item quote, send it to a client, and let them Approve, Decline, or Request Changes right in the portal. Enable it under Settings → Core Features, then open Estimates in the sidebar. See the new Estimates docs.
• One-click convert to invoice — when a client accepts, turn the estimate into a draft invoice in a click. Line items, tax, discount, and currency carry over exactly, and the two records stay linked both ways.
• Branded PDF + email — every estimate generates a secure, branded PDF, and clients get an email with a link to view and respond. You're notified the moment they accept or request changes.
• Auto-expiry — set a valid-until date (30 days by default) and ClientCove expires unanswered estimates automatically.
• Full activity log — every send, view, response, and conversion is recorded with who and when.

v2.62.2 — June 28, 2026

Automations

• New Automations builder. Administrators can now create multi-step workflows that run inside ClientCove — on a schedule, on demand, or triggered by your AI assistant. Open Automations (/automations/) to build a workflow: name it, pick a trigger, add optional conditions, and chain action steps like Create Task, Reply Ticket, or Update Client. See the new Automations section in the docs.
• Scheduled triggers — run an automation hourly, daily, weekly, or monthly. A background sweep fires due automations every hour, with no backfill of missed runs.
• Template interpolation — build action values from dynamic data with {token} placeholders (for example, Fulfill {product.name} for {buyer}).
• Dry-run preview — test any automation safely. It runs the full logic and shows a plain-English preview of every step without creating or changing anything.
• Destructive-step safety gate — automations that change data only do so unattended when you explicitly opt in, so a new scheduled automation can't act until you're ready.

v2.60.0 — June 28, 2026

Connect Claude to your portal (MCP)

• ClientCove now ships a built-in Model Context Protocol (MCP) server, so you can connect Claude (and other MCP clients) directly to your portal. Once enabled under Settings → Integrations → MCP, your assistant can read and act on clients, projects, tickets, and automations — using permission-scoped tools that run as a real portal user.
• Per-user OAuth — each person connects under their own identity; tools respect their permissions, with no shared admin credentials.
• Built-in safety — actions that change data require an explicit confirmation step, and every tool call is written to an audit log.
• Full setup and the tool catalog are documented for paid-plan customers in MCP Server & AI Tools.

v2.59.0 — June 24, 2026

AI Assistant

• The AI assistant now answers staff and admin questions straight from the official documentation at docs.clientcove.io — it reads the relevant page and replies with the answer, not just a link. Client users continue to see only your portal's own knowledge base.
• White-label your assistant — set a custom Portal name under Settings → AI → Assistant Widget and the assistant (and the daily AI summary) refers to your portal by that name instead of "ClientCove" everywhere it speaks.
• The configured Portal name now also appears on the Settings → AI → AI Configuration tab, with a link to where it's set, so it's easy to find.

Marketplace

• Fixed the primary action button (such as Buy Now / Start Plan) losing its background color inside the product details popup on the dashboard marketplace widget.

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

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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

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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

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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