HTML Widgets; Record Insights; Source page now has a collapsible Table of Contents

The "Source" page of the Record Insights HTML Widget now displays a collapsible Table of Contents above the source text.

The Source page shows the information that is made available to the AI, formatted using Markdown headings (such as "Logs", "Current Schedule" and "Clients"). On records with a lot of information this text can be long, so a Table of Contents is now built from these headings to make it easier to navigate.

• Each heading in the source text is listed as a link.
• Clicking a link scrolls directly to that section.
• The Table of Contents can be collapsed or expanded by clicking its header, and is expanded by default.

The text supplied to the AI is not altered in any way - the Table of Contents is generated from the headings when the page is displayed.

The following HTML Widget has been updated:

• HtmlWidget_AIRecordInsights
• Version: 1.01 (03/06/2026)