Introduction
This release introduces new capabilities across Formula Fields, Analytics, and DataHub, along with improvements to Opportunity Grouping, Role-Based Permissions, Integrations, and the InDesign plugin. The update focuses on expanding reporting flexibility, improving image handling, and addressing usability and stability issues across several modules.
Power-Up Release
- Cross-Module Formula Fields with Financial Data – Users can now create custom formula fields across all modules, including support for financial fields, allowing more flexible calculations and reporting across the platform.
- Multi-Bid Analytics Improvements – The Analytics / Reports Preview now includes Opportunity Type and Group Title for Multi-Bid reports. A dark row indicator was also added to better distinguish group-level data within reports.
- DataHub Image Downloads – When clicking Download on an image in DataHub, a modal now opens showing the image title, preview, and multiple size options. Users can select one or more sizes, and a ZIP file will be generated with the selected renditions.
Feature Drop
- InDesign Plugin – Added functionality to allow users to view and open PDFs directly within InDesign using the plugin.
Fix-It Release
- Opportunity Grouping
- Fixed issue where Multi-Bid groups in the Won stage disappeared when filtering to Multi-Bids only.
- Fixed issue when moving Multi-Bid / Multi-Trade groups to Lost.
- Groups now move to the selected stage without requiring a page refresh.
- Search inside the Opportunities board now returns only matching Multi-Bid groups.
- Prevented group cards from collapsing when opening an opportunity within an expanded group.
- Role-Based Permissions
- Fixed Private toggle and incorrect private message behavior in the Task Board.
- Fixed InDesign login flow and module-level permission enforcement.
- Integrations
- Fixed Procore integration when unnistall Projectmark in Procore marketplace.
- Fixed issue where the first available module was not selected by default when editing integration field mapping.
- Prevented selecting Formula Fields inside integration field mapping.
- Contacts
- Contact address now correctly displays the associated company address when the company has an address defined.
- Opportunities
- Fixed issue where the screen froze after downloading a report.
- DataHub
- Fixed issue where publication field values were not displayed when opening a publication in Team Members.
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.
