Reminders on deals, a CRM upsert API, and company admins

Deals

Set a reminder on a deal and it surfaces on Home when it fires. The deal page shows the same client card tickets and threads use, and Expected close uses the shared calendar picker.

Companies

A client in a company's Clients tab opens in the profile sheet without leaving the company.

API

• POST /api/v1/crm/upsert mirrors companies and contacts from your own systems, server to server, matching on an external id or email. A values entry that conflicts with the match value is rejected.
• Company admins can be marked with a client CRM field and manage their company's tickets over the v1 API.

Fixes

A saved view opened from the sidebar streams its tickets with the page again, and a required boolean field no longer blocks saving the customer card when it is off.