New Features & Enhancements

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New Feature Announcement

Client Activity Timeline

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We're excited to announce a new "Activity Timeline" on the client profile page! This powerful feature consolidates all key client interactions—from payments and registrations changes to automation progress and communication —into a single, chronological feed. No more jumping between multiple pages to piece together a client's history. With the Activity Timeline, you can instantly see every step of your client's journey, helping you proactively reduce churn, save time, and improve client support with a complete, at-a-glance view.

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