What's new in Ayidhu

Developer platform, quotas, scheduled reports and more AI

• REST API with read-only or read-write API keys and an OpenAPI descriptionNew
• Signed webhooks for record created/updated events, with retries and a delivery logNew
• MCP server so AI assistants can search, read and update your CRMNew
• Monthly quotas and a rep leaderboard on the forecast pageNew
• Scheduled report emails — daily, weekly or monthlyNew
• Bulk edit and bulk delete from any listNew
• Merge duplicate contacts and leadsNew
• Ask AI on Reports, AI meeting recaps on appointments and an AI digest on the dashboardNew
• Admins can require two-factor authentication for every memberNew
• Install Ayidhu as an app on desktop and mobileNew
• Forecasts use your own pipeline stages, so industry-pack pipelines forecast correctlyImproved
• Reports, forecasts and AI answers only count records you can openImproved

Lobby, Hair Salon pack and smarter imports

• Lobby: a live walk-in waitlist with estimated wait times and visit reasonsNew
• Hair Salon industry packNew
• Rename any object, standard or customNew
• CSV import maps record owners and can skip or update duplicatesNew
• Real Estate pack 1.2: formulas, date-based reminders and buyer-to-listing matchingImproved

New design, list views, reminders and the setup assistant

• Saved list views with filters, sorting, column picker and shared viewsNew
• Task and appointment reminders, plus automatic follow-up tasksNew
• First-run setup wizard with an AI setup assistant, and a guided product tourNew
• Drag-and-drop email template builder and email sequencesNew
• Reusable picklists, member lookups and date-time fieldsNew
• A refreshed visual design across the appImproved
• Every uploaded file is scanned for malware before it can be downloadedImproved

Invoices, CSV import, industry packs and Help Center

• Invoices with branded print templatesNew
• CSV import for standard and custom objects, with AI-assisted column mappingNew
• Industry packs: Staffing & Recruiting, Fitness Studio, Home & Field Service and Hotel ManagementNew
• Pipeline stages set by your industry pack or your own picklistNew
• In-app Help Center and contextual page helpNew
• Recurring appointments and a calendar viewNew
• File attachments on recordsNew

Custom UI layouts and role-based field visibility

• Drag-and-drop layout editor — rearrange panels and fields per roleNew
• Role-based field visibility: hide or lock fields based on user roleNew
• Compact / full field toggle on all entity detail pagesNew
• Record info panel now shows created/updated timestamps in the page footerImproved
• Account owner lookup no longer allows free-text inputFixed

Cases, Knowledge Base, and customer portal

• Cases module — log, assign, and track customer support issuesNew
• Knowledge Base — publish articles linked to cases and contactsNew
• Customer portal — share a self-service view with customersNew
• Unified activity feed across all entity typesImproved
• Appointment form relatedId lookup now scoped correctly per relatedTypeFixed

Campaigns, Quotes, Orders, and Forecasting

• Campaigns module with lead attribution and source trackingNew
• Quotes — generate from product catalog, send to contactsNew
• Orders — convert approved quotes directlyNew
• Revenue forecasting dashboard with stage-weighted projectionsNew
• Product catalog now supports variants and tiered pricingImproved

Bug fixes and performance

• Lead conversion dialog no longer duplicates contact on retryFixed
• Opportunity stage bar renders correctly on narrow screensFixed
• List pages now load 40% faster thanks to query index improvementsImproved

Custom objects: build your own data model

• Custom object builder — define fields, relationships, and layoutsNew
• Custom field types: text, number, date, select, multiselect, lookup, fileNew
• Dynamic indexes created automatically for lookup and select fieldsNew
• Custom object records appear in global searchNew
• Object definitions panel now shows field count and index statusImproved

Referrals module and org onboarding

• Referrals module — track who referred who with source attributionNew
• Guided onboarding wizard for new organizationsNew
• Sidebar navigation now collapses on narrow screensImproved
• Org logo now loads correctly on page refreshFixed