April 2026 - Quivly

Custom fields in dashboards and My Accounts views

Build dashboards with your custom customer and project fields, including filters and table columns.

Use My Accounts to focus the customer list on accounts you own.

See exact values behind abbreviated dashboard totals.

Project start and completion dates now update as work moves through its statuses.

Open an opportunity to view and download the files attached to it in Salesforce.

See whether a Slack channel is waiting to sync or actively importing messages.

Connect warehouse usage data to the right customers and products, preview the mapped records, and choose when to sync.

Add notebook creation to an agent so a customer event can produce the document your team needs.

Ask questions about your customers using connected account data, calls, support activity, notebooks, and Slack conversations.

Turn on web search to bring current external information into a conversation and follow the cited sources.

Send results from an agent to tools such as Zapier or Make with a webhook action.

Select several customers and assign, change, or clear their account owner together, instead of updating each account separately.

Your saved links between Slack channels and customers are still there when you return to settings.