March 25, 2026

Smart Filters πŸ”

Every page in your dashboard now has faster, more powerful filters β€” combine type, status, date, and tags in a single popover.

Every page in your dashboard now has faster, more powerful filters β€” no more hunting for the right dropdown. Across contacts, trips, tasks, suppliers, blocks, and your team list, filters now open as popovers with combined selection and live previews.

Popover Filters Across the App πŸ”

Contacts & Leads

  • Type and status filters now open as a popover with checkboxes, replacing single-select dropdowns
  • Filter contacts by type (Lead, Client, Contact) with color-coded badges
  • Add a date filter with a β€œToday” shortcut for same-day check-ins or recent additions
  • Filtered views save to the URL β€” share a specific filtered view by copying the link

Trips

  • Date filtering with a β€œToday” option and an active trips count badge in the filter bar
  • Payment status filter to spot unpaid trips at a glance

Blocks & Suppliers

  • Block library: filter by category and multiple tags simultaneously from a single popover
  • Suppliers: tag filtering via popover for faster catalog browsing

Tasks & Team

  • Task filters now display overdue count and support date range selection
  • Team page: role and status filtering via popover

Shareable Filtered Views πŸ”—

URL-based filters

  • Set any combination of filters and the URL updates automatically
  • Send a link to a colleague and they land on the exact same filtered view
  • KPI cards on the analytics page link directly to filtered contact and trip lists

Navigation Improvements ⚑

Always-expanded layout

  • Trip and task groupings are now always expanded β€” no more clicking to open sections you need every day

Scroll-to-top on page change

  • Changing pages smoothly scrolls to the top β€” useful when filtering a long list and moving to the next page

Hover date range preview

  • When selecting a date range, hovering over a date shows a live preview before you confirm

Why This Matters

Filtering used to mean multiple separate dropdowns, each one resetting when you changed another. The new popover system lets you combine filters β€” contact type plus status plus date, or block category plus tags β€” in one interaction. And because filters live in the URL, you can bookmark or share any filtered view without setting it up again. Less clicking, faster data, shareable views.

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