Release Notes - Kartra
With this release, you can set reminders directly on notes across Contacts, Affiliates, Orders, and Subscriptions. You and your team can also create standalone reminders, and manage everything from a centralized Reminders Dashboard.
Improvements
Turn Notes into Action
Set reminder date and time directly when adding a note in Contacts, Affiliates, Orders, and Subscriptions. (15866, 16897)
Timezone-aware display based on user profile settings.
Optional “Receive reminder by email” toggle for additional visibility.
Edit notes inline, directly where the text appears. (17062)
Improved performance across all areas for creating, editing, viewing and deleting notes. (16894, 16895)
Centralized Reminders Dashboard
New Reminders section accessible from the top bell icon. (15979, 16429)
View all reminders in one place with filtering, sorting, and quick status views with automatically calculated status: Overdue, Due Today, Upcoming, Done. (16432)
“Done” reminders automatically archived after 10 days. (16777)
Click any reminder to open a detailed edit modal with full note text, connected asset links, and audit history. (16430)
Create standalone reminders directly from the dashboard. (16431)
Bulk actions supported: Mark as Done, Postpone, Delete. (16799)
Members see and manage only their own reminders. All reminder actions are audited (who/when).
“Done” reminders automatically archived after 10 days. (16777)
Reliable Notifications
In-app notifications delivered through the bell icon.
Email notifications sent to the logged in user's profile email when enabled. (16386)