2026.8.31
Teammates keep their files, act in bulk
A note your teammate wrote yesterday can be reopened today. Tagging, noting or scheduling a hundred Contacts is one action, and a follow-up reaches who was messaged.
- teammates
- bulk-operations
- files
Two things a teammate should have been able to do and could not: reopen a file it saved, and act on a list of people in one step. “Message everyone tagged open house, then tag them and schedule a check-in” now works end to end.
Files a teammate can come back to
- List, read and edit — a teammate can browse its own folder, open a file by name and edit it in place. Before this, a saved file could never be reopened.
- Its own folder only — the server enforces the boundary on every read and edit; it is not something the teammate could be talked out of.
- Downloaded content stays fenced — anything a teammate saved from the web keeps its untrusted label when read back, so a downloaded page cannot smuggle instructions in through a file.
- One switch — Workspace files in the teammate’s Capabilities panel governs the whole bundle, on by default.
Lists in one step
- Tag, note and schedule accept a list — up to 100 Contacts per action. A run that used to take about 80 separate steps now takes three, and finishes in seconds.
- All or nothing — a batch that fails partway is rolled back, so a retry cannot double-post notes or create duplicate reminders that message real people twice.
- Bulk sends hand back their audience — the teammate knows exactly which Contacts were reached, so a follow-up tag lands on those people and no one else.
- Scheduling many asks first — recurring check-ins for a list of Contacts need an explicit confirmation with the count read back. Single-contact scheduling is unchanged.
- A Contact you cannot edit is reported per Contact — the rest of the batch still applies.