What's new

This beta introduces three connected improvements to how you work with households in Savvy:

• Household overview updates — A refreshed timeline for notes, meetings, emails, calls, texts, and tasks. Separated section for meetings, comments, and activity. Choose how timeline items display (card vs. list row) and pin important entries.
• Professional contacts (COI) management — A redesigned system for managing the professionals tied to your households — tax preparers, attorneys, insurance agents, and more. One contact can be linked to multiple households with distinct roles.

Core workflows

1. Using the activity timeline

The timeline shows all activity for a household in one stream. You can control how each entry type is displayed.

Entry types: Notes, Meetings, Emails, Calls, Texts, Tasks

Changing how entries display:

1. Click the Settings gear icon on the timeline
2. For each entry type, choose a display treatment:
   • Prominent — renders as a full card with details visible
   • Subtle — renders as a compact list row
3. Your preferences are saved automatically

Other timeline features:

• Pin important entries to keep them at the top
• Household comments — add internal notes visible to your team
• Audit log — view the full history of changes

Timeline.mov

2. Centralized create experience