Introduction
This release delivers new capabilities for Workflows, Reports, Files, and Integrations, along with a round of targeted fixes across Settings, User Management, CRM, Procore, and more.
Feature Drop
- Deletion options for files from associated records — When removing a file linked to an associated record, you can now choose whether to delete only the association or permanently remove the file itself — giving you more control over file management without unintended data loss.
- Sortable options in Tag & Dropdown field editor — Options in Tag and Dropdown custom fields can now be reordered directly from the field editor by dragging, making it easier to organize picklist values without recreating them.
- Public API rate limit increased to 500 requests per hour — The Public API now supports up to 500 requests per hour per company, up from the previous limit — providing more headroom for integrations and automated workflows.
Fix-It Release
- Integrations
- The Integration Logs screen has been fixed and now includes filtering capabilities, making it easier to locate and review specific log entries.
- Filters set in the Contact Sync Integration step are now correctly displayed and applied.
- Procore — Rate limit (429) handling and 403 fallback errors on financial data requests are now resolved, preventing failed syncs when Procore enforces API limits.
- Duplicate fields no longer appear in the Overview Fields panel when clicking Add Field in integration settings.
- Workflows
- Conditional options on opportunity custom fields no longer generate duplicate tasks when triggered.
- Reports
- Grouped columns in report views now support sorting, allowing you to sort data within active groupings.
- User Management
- The User Type dropdown no longer opens behind the Add User button in Safari, resolving a layering issue that blocked the selector.
- Workforce
- The Workforce list no longer refreshes unnecessarily when unrelated member fields are updated, improving performance and reducing visual disruption.
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.
