Merge duplicate companies, log calls anywhere, assign tasks, and an email dropbox

Highlights

• Merge duplicate companies. From a company page pick the survivor, preview exactly which fields are kept, filled in or dropped and what moves, then confirm. Old links land on the survivor with an explanation. Opt-outs are never lost in a merge.
• Log a call or an email by hand on any customer, contact, property, opportunity or job, with an Activity timeline on each.
• Tasks have assignees — a person or a team — with inline reassignment and an Assignee filter.
• Email dropbox. BCC your company's dropbox address (or forward mail to it) and the email appears on the matching customer's timeline; anything that doesn't match waits in a new Communications review page.
• Sort and page every list. Customers, Opportunities and Contacts sort by column header; Lists show member counts; the Contacts page shows the real total and pages past 25.

What changed

Companies and contacts

• Company merge with a field-by-field preview and a "Merged from" list on the survivor. Not reversible.
• Do-not-call and marketing opt-outs survive a merge: a dropped number or address stays blocked, and an opt-out moves to the survivor only when its number or address does.
• Edit a contact's name and notes; the Contacts card shows the true count and links each name to the contact; New contact from a customer takes an email and phone.
• A service address entered on a customer's Edit page now saves (it was silently dropped) and prefills.
• Website and link fields accept example.com and save it as https://example.com — custom URL fields, trade fields, calendar meeting links.

Lists, filters and sorting

• Click a column header on Customers, Opportunities or Contacts to sort; Stage sorts in pipeline order and blanks go last.
• The Lists page shows member counts and sorts; recipients sort and page past 200.
• Filter by tag on Customers and Opportunities now works (it showed "No accounts found") and filters every page, not only the one you are on.

Tasks and communications

• Pick a person or team when creating a task, change it inline, filter by assignee or "Unassigned", and create tasks from the Tasks page.
• Log calls and emails at any record level; calls logged "with Jane" appear on Jane's contact page too.
• Communications review page: everything the dropbox could not match, with a one-click link to the right customer.

Custom fields

• Fill custom fields while creating a record (required fields block the save); everyone can see custom fields (previously only admins could); hiding a field no longer blocks saving records that still carry a value for it; the field dialog picks the level and suggests sections as you type; the inert "Searchable" switch is gone.

Calendar and recurring services

• Cancelled events are struck through and hidden by default; a "Show cancelled" switch brings them back. No-shows stay visible, struck through.
• Filtering the calendar by assigned user shows the events a person is on, not the ones they created.
• The first occurrence of a repeating event no longer appears twice.
• Creating a recurring schedule puts its visits on the calendar immediately (previously after the nightly run), and a schedule that could never generate visits is refused with a clear message instead of saved silently.

Contracts

• Contract templates carry a Deposit %; new contracts snapshot it (or a negotiated value), and a deposit-invoice automation can bill that percentage instead of a fixed one.