A cleanup fix for the macro/template inserter in message and email fields.
September 2026 Release Notes
FIXED · MACROS
Macro insert now replaces, not stacks
Inserting a new macro used to leave the old one behind — now it doesn’t.
When a macro was inserted into a text field and a second macro was inserted, the first one didn’t clear — the new one was just added after it, stacking up.
Inserting a new macro now replaces the previously inserted one, so the field always shows just the macro you meant to insert.
Macro / template section in the message editor
Why it matters
No more manually deleting leftover macro text before sending — the field stays clean by default.
Try it out
Insert a macro into a message or email field
Insert a second, different macro into the same field
Confirm the second macro replaces the first, rather than both appearing together
Three quality-of-life improvements to tools you already use every day — sortable tasks, a resizable texting panel, and clearer case note history.
September 2026 Release Notes
IMPROVED · TASKS
Sortable columns on the Tasks tab
Tasks now default-sort by due date, and every column can be sorted with a click.
The task list rendered in insertion order, so the work due next wasn’t necessarily at the top.
Tasks now sort by due date automatically (soonest first). All five columns — Due Date, Reminder Date, Contents, Assigned To, Created By — are sortable, and overdue dates show in red.
Tasks tab sorted by Due Date, soonest first — overdue tasks shown in red
Why it matters
A quick glance at the Tasks tab now shows what’s due next, without having to scan the whole list.
Try it out
Open a case with tasks — it now defaults to Due Date, soonest first
Click any column header to sort by it, and again to reverse the order
IMPROVED · CASE MESSAGING
A resizable typing area for text messages
The text-message panel’s typing area was too small to comfortably use — now you can resize it yourself.
The typing area in the text-message slide-out panel was small and fixed in size, making it hard to see what you were writing.
Drag the handle above the typing area to make it larger or keep it compact — the Send button stays visible either way.
Resizable typing area — compact size, and expanded by dragging the handle
Why it matters
Staff write longer messages more often than the old panel assumed — a cramped, fixed-size box slowed that down.
Try it out
Open the text-message panel for any contact
Drag the handle just above the typing area to resize it
IMPROVED · CASE NOTES
Full timestamps and edit history for case notes
Every case note and reply now carries a full timestamp, and edits keep the earlier version on record.
Notes and replies showed no reliable edit timestamp — an edited note just got restated as a new reply underneath, so the same update ended up being read twice.
Every note and reply shows a full date and time. Editing a note adds an “Edited [date/time]” stamp with a “View original” toggle, and the Activity Log records the edit along with the pre-edit content.
A case note showing an “Edited” timestamp with the original text expanded
Activity Log recording the edit, with the pre-edit text available
Why it matters
No more re-reading the same update twice — you can see exactly what changed, and when.
Try it out
Edit any case note or reply
Look for the new “Edited” stamp and “View original” toggle
Check the Activity Log for a matching entry with the pre-edit text
Three new ways to see exactly what’s happening on your cases — tag history, animal profile tracking, and file uploads are all now part of the record.
September 2026 Release Notes
NEW · ACTIVITY LOG
Tag changes now show up in the Activity Log
Adding or removing a tag on a case is now part of that case’s history, with the full before-and-after detail one click away.
Adding or removing a tag logged nothing — there was no record of when a tag changed or who changed it.
Every save logs an entry naming the tag that changed (“Tag added” or “Tag removed”). A collapsible “Show tag details” reveals the full before/after tag set for the case.
Tag add/remove entries in the Activity Log, with tag details expanded
Why it matters
Tag changes are now part of the case’s audit trail, just like everything else.
Try it out
Add or remove a tag on any case
Open the Activity Log for that case
Click “Show tag details” to see the full before/after list
NEW · ACTIVITY LOG
Animal profiles created by Jotform now show up in the Activity Log too
Every animal profile that comes in through a Jotform submission is now logged automatically, with a link straight back to the submission that created it.
Animal profiles created by a Jotform submission logged nothing — only manually-added profiles showed up in the Activity Log.
Each submission logs one entry naming every animal profile it created, with a link back to the Jotform submission itself.
Jotform submission entry showing the animal profiles it created
Why it matters
Every animal profile on a case is now traceable to how it was created — by staff, or by an intake form.
Try it out
Submit (or find a recent) Jotform intake that creates an animal profile
Open the case’s Activity Log
Look for the entry naming the profile(s) created, with a link back to the submission
NEW · FILES
Every file now shows who uploaded it, and when
The Files list on a case now carries the same accountability as everything else in Doobert.
The Files list showed only the filename — no record of who uploaded it or when.
Each file row shows a line reading “Created by [Name] · [Weekday, Month D, YYYY] @ [time] [timezone],” so it’s always clear who added a file and when.
Files list showing uploader name and full timestamp on each row
Why it matters
Knowing who uploaded a file and when helps staff track down the right document faster, especially on cases with many files.
Try it out
Open the Files section on any case
Check any file row for the uploader name and timestamp
