ProjectMark Application Enhancement

Introduction

This release enhances reporting and analytics, improves DataHub and InDesign workflows, and brings important fixes across Opportunities, Tasks, Contacts & Companies, and Integrations. Updates focus on delivering more accurate data, smoother interactions, and greater reliability in day-to-day usage across the platform.

Power-Up Release

  • Active user reports – Active user reports now include login count for the selected period and last login time per user, giving admins clearer visibility into engagement.
  • Report preview & export (UI reports) – Broad refresh of report layout and behavior: clearer headers and hierarchy, cleaner tables (fewer grid lines, smarter column widths, sticky headers on scroll), improved totals/toggles, and more consistent numeric formatting—aligned with recent customer feedback.
  • InDesign plugin – DataHub relink – New Auto-Link / relink flow so users can restore DataHub-linked assets after files move or are shared, including option to relink a single file or all links at once.

Fix-It Release

  • Analytics
    • List charts keep their data when switching between sum and quantity aggregation.
    • Pie chart widgets using percentage aggregate now show percentages, not incorrect total/sum-style values.
  • Formula fields
    • Formulas that reference fields in other sections evaluate reliably instead of failing.
  • Opportunities
    • Saved filters: Rename and Delete again open the expected modals instead of a frozen/blinking screen.
  • Tasks
    • Due date can be cleared reliably—the clear control stays usable on hover.
  • Contacts & companies
    • Types load correctly in the contacts/companies modal even when settings-related permissions are restricted.
  • Integrations
    • The integrations list updates immediately after changes, without requiring a manual page refresh.
    • Fixed an issue where resource mappings were not replicated across workflows.
    • Improved validation to ignore invalid phone numbers coming from Building Connected integrations.

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.

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