Forms and files in the conversation

A Leader standing in front of a customer could not open that customer’s files on a phone at all, and sending an intake form meant leaving the conversation. Both are fixed, and the thread itself got quieter.

Intake forms, without leaving the thread

• Send a form from the composer — a Send-a-form control sits beside the attachment button, on desktop and on a phone. Held back on an internal note, where a link would never reach the Contact.
• Send a form from the sidebar — the conversation’s Contact Info panel carries the same button contact detail has. Both open one dialog.
• See when they open it — a quiet centred line appears in the thread the moment the Contact opens the link, before any answer arrives.
• See the answers — a card in the thread carries every answer with its real question, in the order the Contact saw them, plus any files they attached. Images open in the lightbox.
• Live, and durable — the card appears on an open thread without a reload and survives a reconnect. Editing a form later no longer makes past submissions unreadable.
• Your teammate reads real questions — a submission replayed to a teammate used to read as an internal id and an answer. It now reads the question the Contact actually answered.

Files, everywhere

• Files is a top-level tab — second in the conversation rail, and a pill in both mobile tab tracks. It used to be nested two levels down on desktop and absent on a phone.
• Same permission everywhere — every new surface follows the existing file permission, so a member without it sees no Files tab anywhere.

A quieter thread

• One line per event — a form submission or a teammate’s side-conversation now reads as a single row: what happened, to what, and how much is behind it. Tap to open in place; the count is always visible, even at phone width.
• News opens itself, history stays folded — an event that arrives while you are watching renders open; the same event after a reload renders collapsed.
• Lightbox paging fixed on mobile — the previous and next arrows sat off-screen at phone width, on message attachments and sales images too.
• Bigger tap targets — every pill in both mobile tab tracks meets the 44-point touch floor.