Release Notes: Quote editor keyboard shortcuts and dashboard redesign · May 18, 2026

New Features

• Quote Keyboard Navigation: You can now press Tab on your keyboard to quickly move between the Name, Quantity, Cost, Markup, and Discount fields on quote line items.
• Demo Environments: Our internal demo tool now automatically generates realistic resource plans and assignments when building demo environments.
• Shareable Links: Every record, tab, and workspace in Servantium now has a unique, shareable URL. You can bookmark specific engagements, use your browser’s back/forward buttons, and share direct links with colleagues.
• Dashboard Redesign: Replaced the activity feeds with a clear summary of your key metrics (Total Accounts, Active Engagements, Pending Quotes, Total Value) and a clean Recent Engagements view.
• Search Shortcuts: Press Cmd+F (Mac) or Ctrl+F (Windows) on any table screen to instantly focus the search bar.
• Universal Search: Rebuilt the top search bar into a floating overlay that makes it much faster to find and navigate directly to records.
• Delete Confirmations: Added safety confirmation dialogs across all core deletions (like Engagements or Accounts) to prevent accidental clicks.
• Resource Planning UI: You can now click and drag the vertical divider to adjust the width of the left sidebar in the resource planning grid, making it easier to read long names.

Fixes & Improvements

• Quote Stability: Typing into cost, markup, or quantity fields now updates the screen instantly and saves in the background, eliminating screen flickering or cursor issues.
• Mobile Quoting: The quote screen now loads and scrolls much faster on mobile devices.
• Workspace Navigation: Switching between tabs (like Info, Notes, and Quotes) inside a workspace now instantly preserves your exact scroll position and any text you were typing.
• Custom Properties: When viewing custom properties, the system now automatically figures out whether it should show a text box, number field, checkbox, or date picker based on the data.
• Visual Enhancements: Added loading animations across the app to make it feel faster and more responsive.
• Data Saving: Improved the way custom forms save information when creating new records.
• Resource Planning: Major behind-the-scenes upgrades to the planning grid to improve speed, handle errors better, and smoothly load very large plans.
• Link Routing: Fixed an issue where opening a direct link to a specific tab would sometimes incorrectly send you back to the main Info tab instead.
• Data Syncing: Fixed an issue where changes to combined fields wouldn’t trigger a sync to external systems.
• App Stability: Made popups and menus more reliable so they don’t unexpectedly close or show old information.