Cleaner Scheduling Filters and No More Dead Links

Margarita Perez on October 13, 2026

Improved

Cleaner Scheduling Filters and No More Dead Links

Canceled and deleted events are now hidden by default on the Scheduling Overview, and deleted events are clearly labeled.

What changed

Before

The Scheduling Overview showed all events by default. Canceled and deleted events were mixed in with active ones, and there was no filter to separate them out.

Now

New Canceled and Deleted filters let you show those events when you need them. Both are unchecked by default, so the Overview shows only active events unless you opt in.

Events on a deleted calendar are clearly labeled Deleted, and the button that used to lead to an error page has been removed.

Take a look

Scheduling Overview Filter Options dropdown. All calendars and each calendar are checked, and the new Canceled and Deleted options are unchecked.
Canceled and Deleted now have their own filters, unchecked by default.
Event details for a Volunteer Orientation event with a Deleted label next to the title, and a note that the event is associated with a deleted calendar. The only button is Close.
An event on a deleted calendar shows a Deleted label, with no button leading to an error page.

Why it matters

The Overview shows what’s actually active by default, and deleted events no longer send you to an error page.

See it in action

  1. Open the Scheduling Overview. Canceled and deleted events are hidden by default.
  2. Open the Filter dropdown. “Canceled” and “Deleted” appear as their own checkboxes, both unchecked.
  3. Check “Deleted” and open an event tied to a deleted calendar.
  4. The event is clearly labeled “Deleted,” and there’s no button leading to an error page.

Filter Tasks by Assigned To and Open Cases Without Losing Your Place

Margarita Perez on October 13, 2026

New

Filter Tasks by Assigned To and Open Cases Without Losing Your Place

The Tasks list has two additions: a new Assigned To filter, and a button that opens a case in a new tab so you don’t have to leave the list.

What’s new

Assigned To filter

You can now filter the Tasks list by who a task is assigned to. The Assigned To filter sits alongside Case Name/Number, Filter By, and Due Date.

Previously, there was no way to filter tasks by assignee.

Tasks list filters: Case Name/Number, Filter By, Due Date, and the new Assigned To dropdown, with Reset and Search buttons.
The new Assigned To filter on the Tasks list.

Open a case in a new tab

Each task row now has a second button next to View in the Actions column. It opens the case in a new tab, so the Tasks list stays right where you left it.

Previously, clicking View replaced the whole list with the case page, and you lost your spot.

A task row with a View button and, next to it, a new button with an open-in-new-tab icon.
The new button next to View opens the case in a new tab.

Why it matters

Staff can find their own tasks faster, and they no longer lose their place in a long task list just to check a case.

See it in action

  1. Open the Tasks list. The Assigned To filter appears alongside Case Name/Number, Filter By, and Due Date.
  2. In the Actions column, find the second button next to View.
  3. Click it. The case opens in a new tab, and the Tasks list stays as it was.

Case Details Stat Cards Now Jump to Their Section

Margarita Perez on October 13, 2026

Improved

Case Details Stat Cards Now Jump to Their Section

The four stat cards at the top of Case Details are now clickable shortcuts to the section each one counts.

Case Details header showing four stat cards: Animals, Animal Costs, Other Cases, and Active Workflows. The Active Workflows card is highlighted on hover with a 'Go to Workflow' tooltip above it.
Hovering a stat card highlights it and shows a tooltip, like “Go to Workflow” on Active Workflows.

What changed

Before

The Animals, Animal Costs, Other Cases, and Active Workflows stat cards at the top of Case Details showed static counts.

Seeing “3 Animals” meant scrolling past Case Information, Notes, and Files to find the Animals table yourself.

Now

Each stat card is clickable.

Animals, Animal Costs, and Other Cases take you straight to their section on the Overview tab. Active Workflows switches to the Workflow tab and scrolls there automatically.

Why it matters

One click takes you from a count to the details behind it, with no scrolling past sections you don’t need.

See it in action

  1. Open any case and hover over a stat card. It highlights and shows a tooltip.
  2. Click Animals, Animal Costs, or Other Cases. The page scrolls to that section.
  3. Click Active Workflows. The page switches to the Workflow tab and scrolls to it.

Clearer Bulk Delete for Templates

Margarita Perez on October 13, 2026

Improved

Clearer Bulk Delete for Templates

When you bulk-delete templates, the confirmation now shows exactly which ones are still in use by a workflow.

Pop-up titled 'Some templates are still in use', explaining that the listed templates are used in a workflow step and can't be deleted until they are replaced in the workflow, followed by a list of five template names and an 'Ok, got it!' button.
The pop-up lists the selected templates that are still in use by a workflow.

What changed

Before

Deleting a single template that was in use by a workflow showed a clear error.

Bulk delete worked differently. After you confirmed, it silently skipped any template tied to a workflow and gave no reason why those templates were left behind. This could look like something had gone wrong.

Now

The bulk-delete confirmation lists exactly which of your selected templates are in use by a workflow.

You can see upfront which templates won’t be deleted and why.

Why it matters

You no longer have to wonder why a bulk delete removed only some of your templates. The pop-up explains it.

See it in action

  1. Select several templates to delete, including at least one that is used in a workflow.
  2. Check the confirmation pop-up. It lists which templates are still in use and can’t be deleted.

Status and Assignment Changes Now Spell It Out

Margarita Perez on October 13, 2026

Improved

Status and Assignment Changes Now Spell It Out

Log entries for Case Status and Assigned To changes now show exactly what changed.

Case log entries that name the old and new values, such as 'Case was assigned to Tim Duncan from Brad Pitt,' 'Case Status On Hold was updated to Awaiting CSR,' and 'Case was unassigned from Benedict Miguel.'
Status and assignment log entries now name both the old and new values.

What changed

Before

Entries in the Workflow, Communication Log, and Activity Log only noted that a field “was updated.”

They didn’t show the previous value or the new one.

Now

These logs show the specific before and after values. For example:

  • “Case Status On Hold was updated to Awaiting CSR“
  • “Case was assigned to Tim Duncan from Brad Pitt“
  • “Case was unassigned from Benedict Miguel“

Why it matters

You can see exactly what changed and when, without having to guess or ask around.

See it in action

  1. Change a case’s Status or Assigned To field.
  2. Open the Activity Log, Communication Log, or Workflow. The entry names both the old and new values.

Workflows No Longer Get Stuck on “Running”

Margarita Perez on October 10, 2026

Fixed

Workflows No Longer Get Stuck on “Running”

Automated case workflows now finish, fail with a clear reason, or keep moving as built, instead of sitting on “Running” with nothing happening.

What was happening

Before

Some automated case workflows, such as reminder emails, texts, and follow-ups, could get stuck on “Running.” They never completed and never sent their next step.

When a step failed, for example because of an invalid email address, no error appeared, so the case looked active even though nothing else would happen.

Now

When a step can’t finish, the workflow ends cleanly instead of staying on “Running.”

A genuine failure shows as Failed on the case’s Workflow tab with a plain-English reason, such as an invalid recipient email address.

What’s fixed

  • No more stuck workflows. If a text or email won’t send, the case is missing or archived, or a step errors out, the workflow ends instead of staying on “Running.”
  • Failures explain themselves. Failed steps show as Failed on the Workflow tab, along with the reason.
  • Replies move workflows forward. Replying to a workflow email or text advances the workflow through any time delay to the next step. Replying more than once advances it only once.
  • Long delays fire on time. Delays set weeks out are scheduled and run when they’re due.
  • Saving keeps steps in place. Opening and saving a workflow no longer moves steps around, so a workflow continues after a Time Delay exactly as built.
  • Stopped workflows can be re-run. After you stop a running workflow, you can execute it again on the same case. This was previously blocked with a “Workflow is running with cases…” error.
  • Archived and deleted cases stop their workflows. When you archive, delete, or transfer a case, its running workflows stop and nothing further is sent.
  • No false error after a reply. When a workflow ends after a reply with no further steps, the Workflow tab shows “Workflow ended.” and Completed. The red “step type ‘yes’ is not supported” message no longer appears.

Why it matters

Your reminders and follow-ups no longer stop silently. Every workflow now reaches a clear outcome you can see on the case.

Mark Case Communication as Unread

Margarita Perez on October 10, 2026

New

Mark Case Communication as Unread

You can now mark communication in a case’s Log as unread, as long as it includes an incoming email or text message.

The Logs section of a case's Communication tab, with a 'Mark as unread' button next to the Logs heading. The most recent entry is 'Text response received.'
The “Mark as unread” button appears next to the Logs heading.

How it works

Where to find it

Go to a case’s Communication tab and open Log.

Click Mark as unread next to the Logs heading. The button is available whenever there’s an incoming email or text message.

Why it matters

If you read a message but can’t deal with it right away, you can mark it as unread so it doesn’t slip through the cracks.

It also helps if you open a communication by accident. Reading an email or text removes the blue dot on the case. Marking it as unread restores the blue dot, so the person assigned to the case knows there’s a communication that still needs attention.

See it in action

  1. Open a case that has an incoming email or text message.
  2. Go to the Communication tab and open Log.
  3. Click Mark as unread next to the Logs heading.

Archived Cases Can Now Reopen Themselves

Margarita Perez on October 10, 2026

New

Archived Cases Can Now Reopen Themselves

A new email or text on an archived case can now move it back to the active case list automatically. Each organization decides whether to use it.

Edit Details screen in Org Settings showing the 'Reopen Archived Cases on New Communication' toggle, with descriptions of the Enabled and Disabled behavior.
The “Reopen Archived Cases on New Communication” setting in Org Settings.

How it works

Before

An incoming email on an archived case notified the org owner and appeared in the Communication tab with a blue dot, but the case stayed archived.

An incoming text didn’t appear on the case at all. It showed only on the Message Screen.

Now

A new email or text on an archived case automatically reopens it, restores its previous Case Type and Status, and moves it back to the active case list.

The blue dot and conversation log work the same as before. Organizations can turn this off in Org Settings.

Why it matters

When a contact reaches back out, their message no longer gets lost in an archived case. Organizations that prefer the previous behavior can opt out.

See it in action

  1. In Org Settings, find “Reopen Archived Cases on New Communication” and turn the toggle on or off.
  2. With the setting enabled, a new email or text from an archived case’s contact reopens the case and moves it to the active list.
  3. With the setting disabled, new communication leaves the case archived.