We’re sharing these release notes early so you can review what’s coming this week This will be available May 6th, 2026
Ticket reassignment now includes improved control over Communication Teams, ensuring calls and missed calls route to the correct team and phone number.
What’s Changed
Advisors now have the options to choose the communication team of the ticket.
Confirmation prompts appear when teams have their own phone numbers, helping prevent accidental changes.
A new option to clear the communication team makes it easier to correct routing issues when needed.
Why This Matters
These improvements reduce issues where:
- Missed calls attach to the wrong ticket or team
- Outbound calls appear to come from the wrong number
This leads to more accurate call routing, clearer team ownership, and less confusion for advisors and customers.
