CoolPay, Templates, and Client Workflow Refinements
What improved
- CoolPay gained clearer onboarding, confirmation, refund, payment detail, and recurring activity views.
- The email and document template editor received a large polish pass for headers, undo/redo, logos, column text, font controls, and retrying failed batch prints.
- Settings were cleaned up into module-scoped areas with more predictable navigation and breadcrumbs.
- Client and contact creation became more unified, with safer lookup scoping and clearer quick actions.
Fixes and polish
- Appointment creation, rescheduling, booking time display, and reminder defaults were corrected.
- Contribution retry, duplicate payout, and offline payment handling were strengthened.
- Birthdate, relationship tabs, and specialized sub-entity editors were restored where missing.
See CoolFocus in action
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