Clearer status tracking, calendar meetings, and steadier CRM sync

Clearer status tracking, calendar meetings, and steadier CRM sync

3 June 2026 — Version 5.03

Calendar meetings in one place, a status last updated field, steadier intelliflo and HubSpot sync, and privacy controls built into referral flows.

Everything here sharpens what happens after a referral is created, whether it arrives through a calendar link, Direct Capture, intelliflo, or HubSpot.

Calendar meetings, in one place

Calendar referrals now have a dedicated meetings area.

• Manage calendar settings, meeting types, and referral links in one place
• Create meeting types, set a default, and assign them to any link
• Connect calendars, set availability, and share in fewer steps
• Calendar bookings land as tracked referrals, with reliable attribution

See when a referral last moved

A new status last updated field shows the last time a referral changed stage.

• Spot stalled referrals at a glance on case pages
• See intelliflo source statuses next to RQ's own
• No more digging through the history to find what's gone quiet

Steadier intelliflo sync

• More reliable client creation and updates
• Clear flags when a status mapping needs attention
• Smarter status priority and plain-English errors

Fewer HubSpot sync gaps

• Set a fallback user when an RQ user can't be matched
• HubSpot owner IDs now sync through to contacts

Privacy, built into the flow

• Add your privacy notice URL and show it in referral journeys
• Require privacy confirmation in on-screen flows
• Privacy wording now in generated PDF letters, with clearer company disclosure

Other fixes

• Referrals show correctly in the professional referrals view
• Fixed missing attribution and wrong status dates on some referrals
• Better Compass referral detail for advisers
• Clearer notes, loading states, and validation messages
• UI polish, stability, and security updates

Keep the feedback coming. A lot of this release came straight from you.

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