Custom voice note templates and archive categories

Create enriched notes from your voice recordings using custom templates tailored to your profession. Define your own prompts at the organization level to automatically generate structured reports, visit summaries, or any other document format specific to your business.

Custom templates are configurable in organization settings and apply automatically when creating enhanced voice notes. This feature is available with the Team plan and above.

Improvements

• Optimized color palette for better readability across all display modes

• Archive completed categories in Progress blocks, similar to Task block functionality

• Improved copy-paste of tasks to HTML tables and Excel

Bug fixes

• Resolved errors when generating AI summaries in reader

• Fixed text area alignment causing unintentional photo selections

• Improved PDF page breaks to prevent separation of contact groups

• Fixed audio recording stopping in background on iPad during calls

• Resolved dark mode display issues (image captions, table of contents highlighting, quantity blocks)