Changelog

What changed in the Regalis NDA Tracker, newest first. Updated on every deploy.

Each entry maps a release: what was added, fixed, or sped up. Tags: NEW a new capability, FIX a correction, PERF a speed or scale improvement.

June 19, 2026

v2.0 · Clearer tab names + coordinator scoping

FIXPlainer tab names. Every tab now says what it is in plain English. Team is now Team NDAs, Management is Overview, Email health is Unread emails, Unanswered is Unanswered emails, Needs a look is NDAs to review, Health is Mailbox health, and Team & Logins is just Logins. Nothing about what each tab does changed — only the labels.
FIXOne simple Logins list. Adding a person is now one step: fill in the form and they appear in the single list right away. Their login is created automatically within about a minute, then they sign in with an emailed 6-digit code. There is no longer a separate “pending” or “ready” queue to watch or clear.
NEWCoordinators see only their own scheduling. An M&A coordinator now sees only the scheduling items they personally set up. A coordinator lead sees the items of the coordinators assigned to them — you assign each coordinator to a lead with the new dropdown on the Logins page, the same way you pick an associate’s team lead.
NEW“Include scheduled / done” toggle. The Scheduling tab now has an on/off switch to show items you already marked scheduled or done, so you can look back when you want and hide them again. It is only a view switch — it never changes who can see what.

v1.9 · Passwordless + Unanswered

NEWPasswordless sign-in. No more passwords. Enter your work email, get a 6-digit code by email, type it in, and you are in. If a code does not arrive, check spam or click Resend.
NEWUnanswered tab. Surfaces broker and seller questions (and document requests) to your clients that have no reply yet, over a rolling 7 days. Marketing, automated, and rhetorical messages are filtered out. Mark each one handled once you have replied.
NEWOne unified Team & Logins page. Everyone is now in a single list. Add a person, edit roles, set who is which associate, and pick each associate’s team lead right on the row. New logins need nothing handed over, since sign-in is by email code.

v1.8 · Pickers + Not applicable

FIXThe pickers are now real dropdowns. The "View as" picker (management and team leads) and the Scheduling tab's client picker now open like a proper dropdown: click the button and the full list always appears, with a search box inside the panel — type to filter, click to pick. Escape or a click outside closes it.
NEW"Not applicable" button on NDA rows. When a row is a false positive (not a real outstanding NDA — e.g. a marketing blast or something already signed), click "Not applicable": it confirms, removes the row from the queue, and logs structured feedback that management reviews monthly to tune the detection engine. Marked rows stay findable under "Recently handled."
FIXButton renamed. "I nudged them" is now "Nudged them." Same behavior.
FIXDeal/Listing column removed. It never populated reliably; with it gone the NDA tables fit on a desktop screen with no more left-right scrollbar.

Team onboarded + Slack alerts

NEWSlack alerts for scheduling replies. When a broker or seller replies on a call you are scheduling, the tracker now posts to #seller-call-updates-and-requests and pings @sellercall-coord right away, so a coordinator can jump on it. The message shows the client inbox, who replied, the subject, how long ago, and a link straight into the Scheduling tracker.
NEWCoordinator Lead view. A new access level for whoever runs the coordinator team: they see the Scheduling tab for every coordinator's conversations in one place (not just their own clients).
NEWThe whole team is onboarded. Logins were created for all associates, team leads, M&A coordinators, and management, each tied to the right team and clients. New associates with no clients yet are linked automatically by their work email.

Team leads + logins

NEWTeam leads can View-as their team. A team lead now sees their team and can switch into any of their own associates' views (scoped to their team), with a searchable picker. Management's "View as" is searchable too.
FIXTeam-lead linkage made clear. A team lead is connected to their associates by the lead's name: set the lead's name on their login (Team & Logins) and put the same name next to each associate in Assignments. The admin now shows and edits the team-lead name directly.
FIXBulk-login CSV template. Now uses the team lead's person name (not a "Team X" label) and adds a coordinator column, with one example row per role.
NEWGuide refreshed. The guide is now one always-current SOP: the new features are woven into the core sections (with M&A Coordinators as its own role section), every screenshot is updated to the new layout, and there are step-by-step "login CSV" and "Scheduling & M&A coordinators" sections.

Navigation refresh

PERFNew layout. The tabs moved into a left-side menu (cleaner than the crowded top bar, and it scales as we add more trackers), with a hamburger menu on phones. Guide and Sign out stay at the top.
FIXScheduling form. The client picker is now searchable (type to filter), the "scheduling a call with" box shows an email example with a reminder to enter only an email address, and the call type now reads "Other."

Scheduling + Roles

NEWScheduling tab. Register "I'm scheduling a call with [broker/seller]" on a client inbox and get pinged the moment they reply, across every inbox at once. Replies pop to the top of the queue; mark "Scheduled / done" to clear it or "Keep monitoring" through the back-and-forth.
NEWM&A Coordinator role. Coordinators get a login that shows only the Scheduling tab, scoped to the clients they are assigned to in Bitrix.
NEWTwo management levels. "Super management" keeps full access including Team & Logins. "Management" sees everything else but cannot view or change the logins area.

Phase 2 - Tracker A

NEWEmail health tab. A new tab shows how much mail is sitting unread per client and associate over the last 30 days, split into two numbers: "to handle" (real mail needing action) and "marketing / automated." Associates see their own; team leads see it by associate; management sees the whole team with red and yellow flags. Refreshes automatically every 6 hours.
NEWSummary header. Every view now opens with a summary strip: NDAs outstanding plus the two unread-email numbers.
PERFTeam tab loads about 13x faster. The Team and Management board went from 6 to 10 seconds down to roughly half a second, and no longer re-pulls the whole database on every load, so many people can open it at once without slowing it down.
NEWThis changelog. Added to the guide and updated on every deploy.

NDA Tracker - Live

NEWNDA Tracker went live. Automatic tracking of every NDA request through to signed, across all monitored client inboxes, checked hourly.
NEW"Likely already signed" hints. When a signed or completed copy looks present, the item is flagged so you can confirm and clear it in one click. Nothing is ever closed automatically.
NEWSelf-serve team management. Management can add people, set roles, map associates to team leads, and terminate access instantly.
NEWOperating guide. The full how-to-use guide was published, reachable from the "Guide" link in the header.