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)