Portfolio Shift Overhaul, Virtualized Archive & More...

Hello, and welcome to this week's update. We spent this one polishing the Portfolio Shift experience, making the archive faster to move through, and fixing bugs across the platform.

Mostly small refinements, but the kind that add up to a smoother day.

New features

• Tasks pre-fill the client you're already viewing. Create a task from a client's page and their name is filled in for you, so you can skip re-selecting the client you're already working with.

Improvements

• A cleaner, faster CRM overview. Document lists sort newest first with clear calendar dates, you can click to copy names and birthdays, and the vault toggle now spells out which view you're in.
• Clearer locks, notifications, and layout in Portfolio Shift. You can tell at a glance whether your target portfolio is locked, success messages clear themselves while errors wait for you to dismiss them, and tighter layouts stay readable.

Fixes

• Formatting menu stays where it should in notes and tasks. The text formatting menu now stays inside the editor instead of spilling over the edge when you select text near the margin.
• Smoother scrolling and restores in your archive. Scrolling stays steady even through large archives, restore confirmations stay put while you scroll, and more items load automatically as you go.
• Clearer checklist removal and a tidier activity feed. Taking a checklist off a task now reads as a clean removal rather than a destructive delete, and activity feed icons sit cleanly against the timeline.