March 2026

Enhancements and new feature introductions in March

March 05, 2026

Chat Widget for SaaS Platforms

We’ve introduced the Chat Widget for SaaS platforms, enabling seamless WhatsApp integration using Picky Assist.

SaaS products can now embed the chat widget into their platforms, allowing users to initiate WhatsApp conversations directly. This enhances customer engagement and simplifies communication without leaving the application.

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March 05, 2026

Mobile App Feature Enhancements

We’ve introduced multiple enhancements to improve the mobile app (Picky CRM App) experience, performance, and usability.

• Implemented hyperlinks and dynamic linking for public URLs

• Added MOV to MP4 conversion along with file compression options

• Introduced native voice recording in Teambox for better audio quality

• Enabled hyperlinks to open in public browsers

• Added QR code option in the order section

• Integrated performance monitoring for improved app stability

• Enhanced Teambox with swipeable and lock-enabled audio recording

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March 06, 2026

Mobile App Bug Fixes & Improvements

We’ve addressed several issues to improve the stability and usability of the mobile app (Picky CRM App).

• Fixed card scrolling issues

• Resolved issue where notes data appeared empty

• Improved due date and reminder functionality in tasks

• Fixed scroll issues in create and edit screens

• Made reminder optional in the Task section

• Fixed black screen issue in video preview

• Resolved dynamic reminder issues related to due dates

March 09, 2026

“Not Starts With” Validation in CRM Mobile Number Field

We’ve introduced a new “Not Starts With” validation operator for the mobile number field in the CRM Module Builder.

This allows admins to restrict numbers that begin with specific prefixes (such as certain country codes or leading digits like 0), helping improve data sanitization and ensure more accurate input.

📍 Where to find: CRM → Module Builder → Mobile Number Field → Validation → “Not Starts With”

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March 09, 2026

Associated Record Details in Task View

We’ve enhanced the Task View to display associated record details, including the customer name.

This improvement helps agents quickly identify customers without additional clicks, saving time and improving efficiency—similar to the mobile app experience.

📍 Where to find: Right Sidebar → Tasks

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March 10, 2026

Teambox Optimization

We’ve upgraded the Teambox internal system to improve overall performance.

We’ve optimized the Teambox experience to deliver faster chat loading and improved performance when viewing conversations. These enhancements ensure smoother navigation and a more responsive interface, helping users manage chats more efficiently.

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March 13, 2026

Field Indexing for Faster Global Search (Module Builder)

We’ve introduced field indexing in the Module Builder to improve global search performance.

Admins can now choose which fields to index, resulting in faster and more efficient search results across the platform.

📍 Where to find: CRM → Module Builder → Select Module → Search Index → Enable Indexing

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March 24, 2025

Add to Contact feature in Broadcaster V2

We have introduced the ‘Add to Contact’ feature in Broadcaster V2, allowing users to save broadcast recipients as new contacts in the Contacts module.

With this enhancement, when sending broadcast messages via Dynamic Upload (Excel/CSV) or the ‘Send to Broadcast’ option from any CRM module, users can directly add those numbers to the Contacts module. This is done by mapping attributes such as Name and Email from the uploaded file or existing CRM data.

This feature primarily helps users track contact details and interactions in Teambox history by ensuring broadcast recipients are saved as contacts. Additionally, it streamlines the process by enabling users to add and manage contacts simultaneously while broadcasting, eliminating the need for separate manual contact creation and helping build a reusable contact database for future communication and campaigns.

📍 Where to find:

Dynamic Upload - Open Broadcaster V2 → Dynamic Upload → Upload File → Scroll to bottom → Enable Add to Contact Toggle

Send to Broadcast - Open a CRM Module → Select Records → Click Send to Broadcast → Scroll to bottom → Enable Add to Contact Toggle