Introduction
This update adds meetings to the activity log, mobile tap-to-call for phone numbers, a notification when an opportunity converts to a project, and includes fixes across DataHub, Forecast, Contacts, opportunity groups, role-based permissions, and more.
Feature Drop
- Meetings in the activity log – Upcoming meetings involving Outlook contacts can appear in the activity timeline.
- Mobile tap-to-call – On mobile, a dial control appears next to phone numbers on Contact and Company cards and wherever phone fields are shown, so you can start a call without copying the number into your dialer.
- Notifications – You can be notified when an opportunity converts to a project.
Fix-It Release
- Companies & Contacts
- Double-clicking a list column header no longer collapses the column or breaks the layout.
- Deleting a company without a website no longer clears another row’s website by mistake.
- Cleaning up list view columns no longer leaves stray blank spaces.
- You can edit email directly from the Contacts list without opening the full record.
- DataHub
- Create and create another in project sections keeps the modal open for faster back-to-back entry.
- Image downloads match the resolution shown in the download options.
- Forecast
- Clicking a chart title opens the correct board for the entity type.
- Charts that mix opportunities and projects show one clear total row when totals are enabled.
- Role-based permissions
- Creating task categories no longer hits a false permission error.
- Analytics no longer surfaces opportunity data to users who shouldn’t see it; notes counts on lists respect permissions.
- Users without Settings access don’t see Add new tag where it isn’t allowed.
- Read-only users are blocked from create/add flows in opportunity groups when they shouldn’t have access.
- The Associations area stays hidden when switching to Sharing options in file details, when that’s the intended behavior.
- Clearer messaging around revoking admin access, file sharing, and related UI polish (including sharing scroll behavior and inactive Analytics styling).
- Opportunity grouping & board
- Board totals and Analytics charts stay consistent.
- Report preview/export includes sensible opportunity type and group title columns for multi-bid views.
- The add multi-trade project action stays visible with long lists; opportunity cards render at a more consistent size.
- Better alignment for Expand groups at common widths and positioning of the in-group indicator.
- A refresh notice appears when grouped opportunities change while a group is expanded.
- CRM & workflows
- The Win probability control shows Auto (%) as selected when that’s the applied value.
- Creating opportunities no longer forces probability fields when values are already set.
- Settings
- Bulk project value model updates combined with converting opportunities to projects no longer drop model data unexpectedly.
- Calendar
- Changing a meeting date avoids bogus time validation when the time was already set.
- Formula fields
- Deleted fields no longer appear when building a formula.
- Log events
- Adding a log message works when the sender has no display name.
- Integrations & import
- Reconfiguring an integration reliably kicks off first sync when expected.
- Import no longer allows creating custom fields with invalid identifiers.
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.
