Contact Data, Consent, and Visit Workspace Improvements

All updates

What improved

  • Contact and phone updates are more consistent across the client portal, donor portal, scheduler booking, and Inbox.
  • Visit workspace forms are easier to read with improved scrolling, previous field values, cleaner labels, and vitals trend charts.
  • Inbox messages can be divided by day, show clearer teammate assignment context, and include links in staff SMS notifications.
  • Consent forms render more accurately in both the client portal and visit workspace.

Fixes and polish

  • SMS opt-out handling no longer treats "CANCEL" as a global opt-out.
  • Recurring giving alerts are quieter when no action is needed.
  • CoolPay onboarding and duplicate-business recovery are more reliable.

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