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v0.23.0 March 3, 2026

Multi-Role Contacts & Quote Status

Contacts now support multiple roles with smart billing contact selection for emails, plus improved quote status handling.

Multi-Role Contacts

Contacts can now hold multiple roles simultaneously (e.g., Billing Contact and Purchasing). Assign roles via a new multi-select dropdown when adding or editing contacts, and see role badges displayed in the contact list.

When sending invoices or quotes by email, the system now automatically selects the billing contact as the default recipient. If no billing contact is set, the primary contact is used as a fallback.

Primary Contact Fix

Setting a new primary contact now correctly removes the "Primary" label from the previous one. This applies both when editing an existing contact and when creating a new one marked as primary.

Quote Status Improvements

New quotes now start with a "Created" status instead of "Draft", providing clearer workflow tracking. Approved quotes can also be reverted back to draft status when changes are needed.

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