Introduction
This release adds more control over mobile push notifications and expands customization options in Vista for company integrations. It also includes fixes to improve usability in Datahub, ensure more reliable workflow updates in Vista, and resolve relationship and address display issues in Contacts & Companies.
Feature Drop
- Mobile – SSO via Outlook – Added Single Sign-On (SSO) on mobile through Outlook, making it faster and easier to access the platform.
- Vista – Added support for a custom matching field in the Company Integration Module, improving flexibility when matching company records.
Fix-It Release
- Datahub – Improved the Team Members education section to allow searching education entries using the search bar.
- Vista – Fixed an issue where the Actuals flag was not being saved when editing a workflow.
- Contacts & Companies (C&C) – You can now remove a bilateral relationship from the Company → Contacts tab after creating it from the Contact → Companies tab.
- Contacts – Fixed an issue where an address from one company could load into another company’s record.
Questions or Feedback
For questions or feedback regarding these changes, please contact our support team by logging a support ticket or visit our Help Center/FAQ Page.
